branch-banking-officer-jobs-in-sonipat, Sonipat

2 Branch Banking Officer Jobs nearby Sonipat

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posted 1 week ago
experience1 to 6 Yrs
Salary50,000 - 3.5 LPA
location
Sonipat, Rohtak+1

Rohtak, Panipat

skills
  • direct sales
  • field work
  • sales
Job Description
Company Name: top insurance company Designation: Relationship Manager (RM) Axis bank branch Banca Channel Location: sonipat,panipat,rohtak Salary Range: 4.50 LPA + Mediclaim + Incentives Stability Criteria: Candidate must have: Minimum 6 month exp in banking sales(life insurance) Industry Preference: Candidates from Life Insurance Sales / Cross-Sell Background only. Age Criteria: Up to 30 yearsKEY RESULT AREAS - - Develop and maintain relationships with bank partners to drive life insurance sales. - Coordinate with bank staff to implement sales strategies and training programs. - Achieve and exceed monthly and annual sales targets. - Conduct regular sales meetings and product training sessions with bank staff. - Monitor and analyze sales performance and market trends. - Provide feedback on product performance and customer needs. - Work with the marketing team to design and implement promotional campaigns. HR Ankita+91 9039016333*
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posted 2 months ago
experience5 to 9 Yrs
location
Sonipat, Haryana
skills
  • Complaint management
  • Customer service
  • Systems
  • Fraud Management
  • Compliance
  • MIS reports
  • Audit
  • Performance management
  • Training
  • development
  • Strategy PL Management
  • Branch Strategy
  • Crossselling
  • Liabilities mobilization
  • Controls
  • Processes
Job Description
As a Strategy & P&L Management professional, your role involves maintaining the Profit and Loss statement and Balance Sheet for the branch. You will execute the Branch Strategy in alignment with the overall Branch Banking strategy for the bank. Your focus will be on sustained revenue generation through cross-selling of TPP, RA, and BB products. Additionally, you will play a crucial role in liabilities mobilization by driving CASA portfolio growth in the Branch Catchment. Your commitment to delivering superior and consistent customer service will be evident through: - Efficient complaint management within specified TATs - Driving high service scores - Conducting customer engagement programs and marketing events - Ensuring the proper implementation of CRM by the Sales, Relationship & BSD departments Strengthening systems, controls, and processes will be a key aspect of your responsibilities. This includes: - Ensuring the upkeep of the Branch and ATM - Liaising with respective teams for effective Fraud Management within the cluster - Ensuring branch compliance with Banks policies and processes - Timely submission of MIS reports - Ensuring the safety and security of the Bank and customer's assets You will play a critical role in meeting audit-related deliverables both internally and externally, as per the prescribed norms. Moreover, you will ensure role clarity to employees in the branch to manage attrition effectively. In terms of performance management, you will: - Track and monitor daily productivity and book movement of the branch - Collaborate with the HCM Business partner for periodic reviews of performance of executives in the Branch - Identify training needs if required - Monitor and enable the achievement of goals and key performance indicators for direct reports - Ensure the effective implementation of the performance management process in the section Your role also involves ensuring training and development within the team by nurturing talent through: - Guidance - Ongoing feedback - Coaching - Development opportunities to individuals to enable them to achieve the defined goals Note: No additional details about the company were mentioned in the job description.,
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posted 1 week ago

Unit Sales Manager

KKD Consulting Hiring For Clients
experience2 to 7 Yrs
Salary2.5 - 4.5 LPA
location
Panchkula, Mohali+1

Mohali, Chandigarh

skills
  • sales
  • marketing
  • cold calling
Job Description
Subject: Inviting Applications for the Position of Business Development Manager/Sales Manager/Agency Development Manager Dear Job Seeker, We are pleased to announce an exciting opportunity for a dynamic and motivated individual to join our team as an Agency Development Manager at our Laxmi Nagar, Delhi branch. If you are passionate about building a successful career in insurance and possess strong leadership and interpersonal skills, we invite you to apply for this position. Position: Agency development managerLocation: Pan India Key Responsibilities: Recruit and train a team of insurance advisors. Develop and implement effective sales strategies to achieve targets. Provide guidance and support to the team for business development. Build and maintain strong relationships with clients and ensure customer satisfaction. Monitor and analyze team performance, providing feedback and coaching as needed. Qualifications: Minimum bachelor's degree in any discipline. Previous experience in sales or insurance is an advantage. Excellent communication and leadership skills. Ability to motivate and drive a team towards success. Strong networking and relationship-building abilities. How to Apply: Interested candidates are requested to send to [priya.kkdconsulting@gmail.com]. Please mention "Application for Agency Development Manager - in the subject line.   We look forward to welcoming a dedicated and enthusiastic professional to our team. Join us in shaping a successful and rewarding career in the insurance industry. Best Regards Priya Singh KKD CONSULTING CONTACT -9811250603{WHATSAPP}
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posted 2 months ago
experience2 to 8 Yrs
location
Haryana
skills
  • Relationship Management
  • Client Servicing
  • Portfolio Management
  • Cross Selling
  • Financial Analysis
  • Risk Management
  • Market Knowledge
  • Sales
  • Cash Management
  • Competitor Analysis
  • Credit Memo Preparation
  • Documentation Formalities
  • Legal Valuation Reports
  • Asset Business
  • KYC Requirements
  • Antimoney Laundering Policies
Job Description
As a Relationship Manager in the Institutional Banking Group, your role involves supporting Relationship Management teams by undertaking various activities such as preparing and submitting Credit Memos, completing documentation formalities, assisting in completing Legal & Valuation reports, following up on overdue accounts, and providing client servicing in coordination with internal units. You will also be responsible for managing the existing portfolio of clients, exploring cross-selling opportunities, and detecting early warning signals in portfolios. Key Responsibilities: - Prepare accurate credit proposals in a consistent, concise, and lucid manner - Maintain a close working relationship with the Business Unit to ensure deliverables are met - Conduct need-based meetings with customers to understand their business and risks - Cross-sell other products such as trade, cash, and foreign exchange - Monitor the portfolio for irregularities, excesses, breaches, and delays - Ensure regulatory reporting and compliances are enforced, working with the legal team to minimize bad debts and assist in audits - Focus on customer retention and increase wallet share through monitoring customer satisfaction levels and operations - Control and maintain the quality of the portfolio by adhering to risk management guidelines and policies - Monitor complaint levels and ensure quality handling - Communicate key messages to customers including service standards, pricing, contact points, and product changes - Ensure adherence to risk service standards Qualifications Required: - Overall 5-8 years of experience in sales/sales support activities - 2-3 years of sales experience in business banking and/or cash management - Proven sales track record in asset business in the SME/Business Banking segment - Knowledge of competitors and marketplace - Market knowledge and experience in the Mid-market/SME segment Education/Preferred Qualifications: - An MBA or CA with relevant years of experience in banking and specifically in selling asset products in the Mid-Market Banking segment As a Relationship Manager, you are expected to possess good written and verbal communication skills, analytical skills, self-driven and highly ambitious attitude, results-orientated mindset, strong relationship building and management skills, and an understanding of competitor products. Additionally, you should have a sound understanding of asset products, associated technology platforms, operational procedures, regulatory guidelines, and financial markets. Your work relationship will involve close interaction with RMs/Branch Managers and various stakeholders to ensure consistent onboarding of quality customers and reliable service delivery. DBS India is committed to fostering a culture where all employees are valued, respected, and their opinions count. The organization provides a workplace that encourages continuous professional development, flexible working, and opportunities for growth in an inclusive and diverse environment. The expected value-driven behaviors include demonstrating business performance, ensuring customer focus, building pride and passion, enhancing self-knowledge and skills, and maintaining the highest standards of honesty and integrity. Join DBS in Gurgaon, Haryana, and be a part of a team dedicated to risk management in the banking sector.,
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posted 2 months ago

Partner

YES BANK
experience5 to 9 Yrs
location
Haryana
skills
  • Relationship Management
  • Wealth Management
  • Banking Products
  • KYC
  • AML
  • Client Portfolio Management
Job Description
As a Relationship Manager for Key Clients such as HNIs and Ultra HNIs at Yes Bank, your role involves managing and providing expert relationship management experience. You will work closely with the Corporate and Institutional Banking team to acquire Personal Banking and Wealth Management relationships from key individuals such as Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth. It is crucial to stay ahead of competitors by anticipating and addressing shifting customer expectations. Key Responsibilities: - Maintain a strong working knowledge of client portfolios and products to increase business wallet share from HNI and Ultra HNI clients - Regularly engage with mapped relationships to ensure portfolio profitability and quality - Present a full range of consumer and commercial banking products to existing and potential Key Clients to explore incremental business opportunities - Contribute to the development of new products and services by providing feedback to the respective Program Teams - Ensure compliance with Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all customer interactions - Participate in cross-functional activities that align with the institution's bigger objectives Qualifications Required: - Bachelor's degree in Finance, Business Administration, or related field - Proven experience in relationship management with HNIs and Ultra HNIs - Strong understanding of consumer and commercial banking products and services - Excellent communication and interpersonal skills - Ability to work in a dynamic and competitive environment The position is evaluated based on overall profitability and relationships at both RM and client levels. Additionally, the role is based at the Corporate and Institutional Banking Office for the relevant location, and not tied to a specific branch.,
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posted 2 weeks ago
experience3 to 7 Yrs
location
Haryana
skills
  • Cash Management
  • Trade Finance
  • Working Capital Finance
  • Foreign Exchange
  • Relationship Management
  • Portfolio Management
  • Cross Selling
  • Risk Management
  • Market Share
  • Market Knowledge
  • Communication Skills
  • Negotiation Skills
  • Term Loans
  • KYCAML
  • Sales Experience
Job Description
Role Overview: You will be responsible for acquiring and building a diversified portfolio within the IBG 4 segment, focusing on generating revenue from various sources such as assets, trade, cash, treasury, and fees while maintaining an acceptable risk level for the bank. Your role as a Relationship Manager will require you to adhere to lending guidelines and contribute to increasing the profitability of the branch. Key Responsibilities: - Source New to Bank Asset relationships within IBG 4 Segment up to T/O of 100 Crore in alignment with the Bank Lending Policy. - Ensure a good Net Interest Income and fee generation across the portfolio through cross-selling of Trade, Liabilities, Cash, Treasury, and other products. - Play a key role in enhancing the profitability of the branch and maintaining delinquencies at NIL. - Implement and execute IBG4 business strategy to increase market share and achieve targets while focusing on a diversified portfolio. - Build DBS Brand Value and enhance network through marketing activities and collaborations. - Comply with the Bank's processes and policies to ensure positive ratings during audits. Qualifications Required: - Overall 3-5 years of experience in sales with 2 years specifically in SME/Business Banking Lending. - Proven track record in asset business within the SME/Business Banking segment. - Knowledge of competitors and marketplace. - Market knowledge and experience in the SME segment preferred. - Education: Bachelors in finance/Economics/Commerce, MBA, or CA. Additional Details: DBS India is committed to fostering a workplace culture where all employees are valued, respected, and provided with opportunities for continuous professional development. The environment supports flexibility, growth, and inclusivity. Expected behaviors include demonstrating business performance through PRIDE 2.0 Value-Based Propositions, ensuring customer focus, building pride and passion, enhancing self-knowledge and competencies, and maintaining honesty and integrity.,
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posted 2 months ago
experience6 to 10 Yrs
location
Haryana
skills
  • Anaplan
  • Stakeholder Management
  • MS Excel
  • Power BI
  • WFM Fundamentals
  • Scheduling Capacity Planning
  • Aspect WFM
  • Enterprise Thinking
Job Description
As a Workforce Management Specialist, your role will involve understanding and applying WFM fundamentals in a medium/large retail environment. Your key responsibilities will include: - Demonstrating a complete understanding of WFM fundamentals and hands-on experience with Scheduling & Capacity Planning - Working in medium/large WFM environments and physical retail environments, supporting multiple channels such as Lenders and Branch environments - Utilizing Aspect WFM for scheduling, effective capacity planning, and scenario creation to meet business needs. Experience with Anaplan would be advantageous - Managing and collaborating with stakeholders up to the Head-Of level, partnering with other WFM specialist teams, Change/Projects, L&D, and other WFM support teams - Utilizing advanced MS Excel skills and Power BI reporting capabilities to interpret data and provide solutions and ideas for WFM strategies and plans - Functioning effectively in a virtual team environment and proposing ideas and solutions as required Qualifications required for this role include: - A minimum of 6 years of experience working in Workforce Management, ideally in the Banking and Finance sector - Strong understanding of Aspect (eWFM/Alwaria) and Anaplan - Experience with PowerBI - Excellent knowledge of software and spreadsheet applications such as Excel and Access - Ability to read, interpret, and apply insights and recommendations - Strong communication skills to convey complex information in a neutral and professional manner Please note that there are no additional details about the company provided in the job description.,
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posted 2 months ago

Equity Advisor

Apex Services. Hiring For One of leading broking firm
experience2 to 5 Yrs
Salary2.0 - 5 LPA
location
Rohtak, Fatehabad+8

Fatehabad, Ambala, Jammu, Bathinda, Patiala, Amritsar, Jalandhar, Chandigarh, Ludhiana

skills
  • equity sales
  • equity trading
  • equity advisory
  • share broking
  • equity
  • bfsi
  • stock market
  • terminal operations
  • share market
  • equity dealer
Job Description
Dear Candidate,  Greetings From APEX SERVICES  Designation- Assistant manager/Deputy manager  Role- Relationship Manager/Equity Dealer  CTC- upto-6 LPA + incentive + Other benefit  Branch Dealing  GENERAL ROLE  The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head.  ESSENTIAL DUTIES & RESPONSIBILITIES  1. Revenue Generation 2. Customer Profiling 3. Activation of inactive clients 4. Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. 5. Cross selling other products 6. Client Interaction 7. Regular Meetings with clients for maintaining relations 8. References from existing clients to acquire new clients. 9. Updating clients on market, company research reports, new IPOs, etc. 10. Proper confirmations of trades to clients on daily basis. 11. Risk Management. 12. Group discussions & up-gradation of market information, research reports General Strive towards achieving individual goals and thereby the branch and organizational goals. (LOCATION-JAMMU, PATIALA, AMRITSAR, BATHINDA, CHANDIGARH, JALANDHARLUDHIANA, FATEHABAD/SIRSA, AMBALA, ROHTAK, HISAR)  Kindly reply with an updated CV on apex.sandhyapatel@gmail.com if you are interested in the mentioned Job Role, you can also call on 8429944115.  
posted 1 month ago

Equity Dealer

Apex Services. Hiring For One of leading broking firms
experience2 to 5 Yrs
Salary2.0 - 5 LPA
location
Ambala, Jammu+2

Jammu, Chandigarh, Ludhiana

skills
  • equity
  • equity advisory
  • equity broking
  • equity market
  • equity dealer
Job Description
Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role-  Equity Dealer CTC- upto-5 LPA + incentive + other benefit ROLES & RESPONSIBILITIES:1) Trading on behalf of the clients2) Building relationships with clients & educating them about Investments3) Client Acquisition as per targets and cross selling of 3rd party products4) Client meetings and bank branch visits as per the goal sheet.5)  NISM 8 certification is mandatory6)  Graduate / Post graduate with minimum 1 yr exp in Equities.   Kindly reply with an updated CV on apex.sandhyapatel@gmail.com if you are interested in the mentioned Job Role. you can call also on 8429944115
posted 2 months ago

Equity Dealer

Apex Services. Hiring For One of leading broking firm
experience1 to 6 Yrs
Salary2.5 - 6 LPA
location
Delhi, Ambala+8

Ambala, Jaipur, Noida, Kanpur, Lucknow, Gurugram, Ludhiana, Chandigarh, Allahabad

skills
  • nism
  • equity advisory
  • securities market
  • broking
  • revenue generation
  • brokerage generation
  • cross selling
  • client acquisition
  • equity dealer
Job Description
Dear Candidate, Greetings From APEX SERVICES Role- Equity Dealer CTC- Upto-6 LPA + incentive + Other benefit Branch DealingROLES & RESPONSIBILITIES: 1) Trading on behalf of the clients.2) Building relationships with clients & educating them about Investments.3) Client Acquisition as per targets and cross selling of 3rd party products.4) Client meetings and bank branch visits as per goal sheet. SKILLS 1) Prior experience of working in a similar set up preferred.2) Should be willing to work in a target driven role & should be a go better. Kindly reply with an updated CV on apex.lakshita@gmail.com if you are interested in the mentioned job role you can also call on 7991515067
posted 1 week ago

Equity Relationship Manager

MYNDGATE CONSULTING PVT LTD
experience1 to 6 Yrs
Salary3.0 - 6 LPA
location
Rohtak, Hisar+3

Hisar, Bareilly, Kolkata, Jamshedpur

skills
  • trade
  • equity broking
  • equity advisory
  • funding
  • margin
  • equity client acquisition
  • equity product sales
  • hni client management
  • mtf
  • nism certified
  • equity dealer
  • commodity sales
Job Description
Job Description Equity Sales & Branch Revenue Officer Location: Kolkata,Hisar,Rohtak,Jamshedpur,Bareilly                                 Salary : Upto 6LPA Experience: 2+ Years in Capital Markets Education: Graduate / Post-Graduate (Any Stream) Certifications Required: NISM Series VIII (Equity Derivatives) Additional Preferred Certifications: Technical Analysis, Derivatives Certification About the Role We are looking for an experienced and dynamic Equity Sales Professional to drive equity broking revenue, acquire and manage HNI & retail clients, and contribute to the overall business growth of the branch. The ideal candidate must have strong market knowledge, excellent interpersonal skills, and a passion for client servicing and revenue generation. Key Responsibilities Direct Responsibilities Drive equity sales to all branch clients with special focus on HNI clients. Generate revenue from equity, commodity & related financial products in line with branch targets. Generate Net Interest Income (NII) through Margin Trade Funding (MTF) as per assigned targets. Mobilize assets through Advisory Products, Investiger, IPOs, ETFs, and other investment solutions. Acquire new clients and generate incremental revenues from them. Assist new clients in understanding market dynamics and ensure activation of trading accounts. Support customers to execute trades online or place trades on their behalf. Provide order confirmations and daily trade updates to clients. Offer market insights and investment recommendations as per client profiles. Profile clients and suggest suitable equity investment products based on risk appetite. Contributing Responsibilities Achieve branch-level targets for broking revenue, client acquisition, and client engagement. Ensure high quality service delivery and customer satisfaction. Conduct at least one client meeting per day to strengthen relationships. Technical & Behavioural Competencies Behavioural Skills Ability to deliver / Results-driven Strong communication skills oral & written Client-focused approach Customer Relationship Management Transversal Skills Ability to develop and leverage networks Target-driven mindset Ability to develop & adapt processes Ability to inspire and build commitment Ability to manage meetings, seminars, or training sessions Required Qualifications Graduate / Post Graduate in any stream Knowledge of capital markets is essential Mandatory: NISM Series VIII (Equity Derivatives) NISM Commodity Preferred: Technical Analysis Certification Derivatives Certification Key Performance Indicators (KPI) Core Focus Overall Branch Brokerage vs Target 40% Branch-level MTF Net Interest Income 15% New Client & New Revenue New Client Addition (#) 5% Revenue from New Clients (INR) 15% Qualitative Evaluation Branch Manager & Group Head Assessment 25% Total     100%
posted 2 weeks ago
experience0 to 3 Yrs
location
Ambala, Haryana
skills
  • Relationship Management
  • Customer Service
  • Cross Selling
  • Mortgage
  • Lead Generation
  • Sales
  • Documentation
  • Compliance
  • Loan Against Property
Job Description
Role Overview: As an Associate Relationship Manager-LAP in the Rural Banking unit of the Retail Assets function, your primary responsibility is to deepen relationships with Rural Banking accounts and provide exceptional service to customers. You will be identifying mortgage needs and offering appropriate lending solutions, specifically Loan Against Property. Your role involves acquiring new clients, nurturing household-level customer relationships, and maximizing the lifetime value of each relationship to contribute to the overall organizational objectives. Key Responsibilities: - Assess and evaluate client needs to identify cross-selling opportunities based on lifestyle, risk profile, and requirements - Drive mortgage business penetration in Rural markets by generating leads, opening accounts, and conducting detailed household needs assessments - Perform end-user checks post loan disbursal to meet monthly and annual group loan booking targets - Achieve individual and branch sales goals through new business sales, referrals, and account relationship retention while ensuring high collections efficiency - Prepare high-quality loan documentation to minimize queries/rejections from Operations/Credit teams - Coordinate with operations officer for accurate and timely data entry and ensure compliance with bank requirements Secondary Responsibilities: - Propose process improvements to enhance service efficiency and quality across the branch network - Support the implementation of livelihood advancement and community development initiatives Qualification Required: - Graduate in any discipline (Full Time) - 12th standard or equivalent - 0-2 years of experience in NBFCs/Banking Additional Details: The role of Associate Relationship Manager-LAP focuses on building and maintaining strong customer relationships, driving mortgage business growth, and ensuring compliance with bank requirements. Successful performance will be measured by meeting customer acquisition and cross-sell targets.,
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posted 3 weeks ago

IT CYBER SECURITY (CISO)

Banking client if New Era India
experience5 to 9 Yrs
location
Haryana
skills
  • Risk Assessment
  • Secure SDLC
  • Incident Management
  • Vulnerability Assessment
  • Patch Management
  • Security Systems
  • Firewalls
  • Authentication Systems
  • Log Management
  • Content Filtering
  • Regulatory Compliance
  • IT Governance
  • Data Privacy
  • Communication Skills
  • Audit Reviews
  • Awareness Training
  • Identity Access Management
  • Data Protection
  • Third Party IS Assessment
  • Secure Configurations
  • Intrusion Detection Systems
  • Antivirus Software
  • ReportingWriting Skills
  • ProblemSolving
  • Collaboration Skills
Job Description
As a Manager/Senior Manager (I.T. Cyber Security), your primary responsibility is to manage, support, and coordinate all Information Security activities and programs for the branch. You will ensure compliance with various instructions issued by the RBI on information/cyber security through process re-engineering and documentation. Your key responsibilities include: - **Information Security Governance:** - Maintain and update Information Security Policies in alignment with organizational, regulatory, and RBI guidelines. - Monitor and ensure compliance with statutory and regulatory frameworks such as RBI, NPCI, and CERT-In directives. - **Security Awareness and Training:** - Design and conduct Information Security Training and Awareness Program for all staff. - Ensure security awareness through various communication channels like e-learning modules, mailers, and awareness sessions. - **Risk, Continuity, and Vendor Management:** - Participate in developing Business Continuity Plans (BCP), Disaster Recovery (DR) plans, and Vendor Risk Assessment policies. - Test and review DR drills periodically to ensure alignment with RBI's Cyber Security Framework. - **Information Security and IT Risk Management:** - Implement and monitor enterprise-wide Information Security and IT Risk Management program. - Oversee security controls, vulnerability management, and threat mitigation strategies. - **Technical Oversight and Problem Management:** - Manage Incident Management, Problem Management, Change Management, and Critical Incident Handling. - Troubleshoot technical issues, coordinate escalations, ensure timely resolution, and prepare detailed RCA reports. - **System and Application Monitoring:** - Monitor daily server logs, applications, and infrastructure health to maintain 99.9% system uptime. - Ensure preventive maintenance and prompt issue resolution to maintain business continuity. - **Documentation and Process Management:** - Prepare and maintain detailed IT procedural documentation, user manuals, and operational guidelines. - Maintain updated documentation for IT Security compliance and audit readiness. - **Audit and Compliance Coordination:** - Coordinate and track IT and Security-related audits (RBI, NPCI, IS Audit, VAPT, etc.). - Ensure timely closure of audit observations and submission of compliance reports to regulatory authorities. - **Data Classification and Protection:** - Conduct Data Classification Assessments and enforce data protection controls as per regulatory norms. - Ensure compliance with RBI's Cyber Security Framework and oversee cyber incident detection and response. The ideal candidate for this role should have a BE or MCA Degree in computer science or related field with 5-8 years of experience in information security & IT risk management, especially in the banking sector. Strong knowledge of Information Security concepts and hands-on experience in security systems are essential. Excellent communication, collaboration, diagnostic, and problem-solving skills are also required.,
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posted 2 months ago
experience5 to 9 Yrs
location
Haryana
skills
  • Sales
  • Influencing Skills
  • Banking Product Process Knowledge
  • NRI Product
  • Regulatory Knowledge
  • Planning
  • Organizing Skills
  • Good Communication skills
  • Knowledge of Competition Current trends in financial Industry
  • IRDA Certification
  • NCFM Certification
  • Exposure to Portfolio Management segment
Job Description
Role Overview: As a Relationship Manager, your primary responsibility will be to include High Net Worth Individual (HNI) customers into the HNW Program and provide them with a superior customer experience. By focusing on increasing the relationship size, cross-selling the right products, acquiring family accounts, and retaining and enhancing relationships, you will contribute to the profitability of the relationships. You will also serve as a one-point contact for all financial needs and services, thereby enhancing the current relationship value and wallet share to increase profitability. Key Responsibilities: - Liaise with branch staff to identify eligible customers from the HNW portfolio. - Acquire new customers who meet the product criteria. - Regularly interact with customers to build rapport, understand their needs, and update their profiles. - Enhance the overall value and book size of the portfolio. - Maintain the quality and hygiene parameters of the portfolio. - Cross-sell products based on customer needs. - Conduct joint calls with supervisors as per defined processes. - Offer advisory services based on customer requirements. - Achieve monthly and yearly revenue targets. - Control customer attrition. Operations, Marketing & Processes: - Ensure adherence to KYC/AML norms at all times. - Ensure compliance with norms for individual workstations. Increase In Wallet Share: - Identify cross-selling opportunities for other bank products to make the bank a one-stop solution for all banking needs of HNW customers. - Promote sales to family members and associates within the network. - Reach optimal levels of income generation. - Increase product penetration and contribute towards focused products. Customer Service: - Deliver quality customer service by resolving queries and complaints within the turnaround time. - Keep customers informed about regulatory or process changes and program features. - Communicate promptly with customers regarding their requests and concerns. - Proactively manage complaints through customer feedback. - Promote all direct banking channels to ensure customer utilization. - Ensure a smooth handover/takeover of portfolios. Qualifications Required: - Sales and influencing skills. - Banking product and process knowledge. - NRI product and regulatory knowledge. - Planning and organizing skills. - Good communication skills. - Knowledge of competition and current trends in the financial industry. - IRDA Certification. - NCFM Certification (Optional). - Exposure to the portfolio management segment.,
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posted 6 days ago
experience3 to 7 Yrs
location
Haryana
skills
  • Banking
  • Customer Service
  • AML
  • KYC
Job Description
As a Branch Operations Manager, your role will involve managing the day-to-day operations of the branch. You will be responsible for ensuring strict adherence to prescribed processes, audit, and regulatory requirements. Your key responsibilities will include: - Timely authorization and checking of SO/SDO/RO system input for customer transactions/service requests. - Branch Lobby and customer queue management. - Managing cash (including FX and TCs) at the branch and ensuring that it stays within the branch limit. - Handling customer complaints and ensuring resolution within the turnaround time. - AML & KYC compliance of the various account opening forms submitted to CPC/RPC. To qualify for this role, you should have: - MBA/Graduate degree. - Minimum of 3 years of work experience. - Thorough understanding of banking operations. - Customer service orientation. - Ability to manage and motivate front office staff. This job requires someone who can effectively oversee branch operations while maintaining compliance and providing excellent customer service.,
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posted 2 weeks ago
experience3 to 7 Yrs
location
Haryana
skills
  • Financial Planning
  • Wealth Management
  • Customer Service
  • Relationship Management
  • Market Knowledge
  • Compliance
  • Risk Management
  • KYC
  • AML
  • Sales
  • Financial Markets
  • Banking Regulations
  • Antimoney Laundering Policies
Job Description
Role Overview: You will be responsible for acquiring and engaging with DBS Treasures clients with an AUM greater than INR 20 Million through a need-based approach. Your main goal will be to ensure client coverage and product penetration through cross-selling and up-selling of DBS products and services. Additionally, you will be tasked with managing and maintaining high customer satisfaction and service levels through proactive client engagement and relationship management. Key Responsibilities: - Acquire and upgrade quality Treasures clients in the branch location areas - Deepen wallet share of existing customers through retention and growth of AUM - Achieve monthly and annual volume and revenue objectives - Ensure activation of e-Channels and Savings Book growth - Implement and execute product strategies through effective relationship management - Develop client trust and loyalty for long-term relationships with DBS - Drive exemplary customer service and uphold DBS service standards - Ensure internal and regulatory compliance through strict adherence to sales processes - Deliver exemplary service delivery by building appropriate workflows and processes Qualifications Required: - Sound understanding of financial planning and wealth management products in India - In-depth knowledge of the local market and competition - AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage - Graduate or Post Graduate with an MBA in a relevant field Note: The job description did not contain any additional details about the company.,
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posted 1 week ago

Branch Manager

STFT Finance
experience8 to 12 Yrs
location
Kaithal, Haryana
skills
  • Sales
  • Team Management
  • Business Loans
  • Relationship Management
  • Risk Management
  • Credit Management
Job Description
As an experienced Branch Manager at STFT Finance Pvt. Ltd., your role involves managing a team of 8-10 Sales Officers. You will be responsible for driving business in LAP and Unsecured Business loans, ensuring the achievement of the branch's sales and collections targets. Building and managing relationships with Channel partners and external stakeholders will be crucial. You will have end-to-end responsibility for driving loan origination, approvals, and disbursements. Engaging with Credit, Operations & Clients for effective case closure, providing regular service to customers, resolving grievances at the Branch level, and assisting risk and credit teams in portfolio risk management are key aspects of your role. Additionally, you will oversee collections from overdue customers, hire, retain, and train the team for achieving strong growth, and ensure overall cost management and policy compliance at the Branch. Key Responsibilities: - Manage a team of 8-10 Sales Officers - Drive business in LAP and Unsecured Business loans - Achieve branch's sales and collections targets - Build and manage relationships with Channel partners and external stakeholders - Oversee loan origination, approvals, and disbursements - Engage with Credit, Operations & Clients for effective case closure - Provide regular service to customers, resolve grievances at Branch level - Assist risk and credit teams in portfolio risk management - Ensure collections from overdue customers - Hire, retain, and train the team for achieving strong growth - Manage overall cost and policy compliance at the Branch Qualifications Required: - 8-12 years of relevant sales experience in NBFC / Banking industry - Exposure and understanding of products in LAP & Unsecured Business Loans / Small Business Loans segments - Team handling experience - Local Sales experience of at least 3-4 years in the location applied for is a must - Exposure to the latest underwriting practices and tools prevalent in the small ticket lending industry In summary, as a Branch Manager at STFT Finance Pvt. Ltd., you will play a crucial role in driving business growth, managing a team, and ensuring compliance with policies and procedures. Your experience in sales, understanding of lending products, team handling skills, and knowledge of underwriting practices will be essential in achieving success in this role.,
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posted 1 week ago
experience7 to 11 Yrs
location
Haryana
skills
  • Product Knowledge
  • Market Knowledge
  • Team Leading
  • CommunicationPresentation Skills
Job Description
In this role at Standard Chartered, as the Sales and Service Manager in the Retail Banking sector, you will be responsible for maximizing sales performance to achieve revenue targets through various financial products. Your key responsibilities will include: - Maximizing sales performance to achieve revenue targets through liability products like Current, Savings, and Term deposits, wealth management products, and asset-related products. - Ensuring effective Relationship Management by monitoring top customers, implementing customer acquisition and retention programs, and improving product per customer holding. - Devising strategies to counter competition and maximize market share in the branch's Catchment area through below-the-line activities and promotions. - Providing support for new product launches and championing new sales initiatives. - Collaborating with Segment to facilitate customer up-streaming. - Ensuring employees are adequately trained on all products, processes, and services to minimize rejections and customer complaints. - Monitoring customer satisfaction survey ratings and ensuring continuous improvement in service quality. - Tracking transaction volumes and ensuring effective transaction migration to alternate banking channels. - Ensuring productivity levels of PFM, tellers, and service managers are optimized. As the Sales and Service Manager, you will also be responsible for operations and compliance, including ensuring satisfactory ratings in audits, compliance to all operational health documents, and accurate submission of returns. Additionally, you will lead revenue generation, cost management, change initiatives, people management, segment ownership, and other operational aspects within the branch. To qualify for this role, you should possess: - Communication/presentation skills - Product knowledge - Market knowledge - Team leading abilities Qualifications required: - Graduate/Post-Graduate from a recognized institution - Proficiency in Hindi & English - At least 7-8 years of overall experience in banking with sound knowledge of general banking, retail operations, credit operations, deposit and lending products, and inspection and audit requirements - Leadership, communication, relationship building, competitive awareness, and benchmarking skills About Standard Chartered: Standard Chartered is an international bank focused on driving commerce and prosperity through diversity. With a purpose to make a positive difference, the bank values inclusion, innovation, and continuous improvement. If you are looking for a purpose-driven career in banking, Standard Chartered welcomes your unique talents and offers a supportive environment for growth and development. Benefits offered by Standard Chartered include core bank funding for retirement savings, medical and life insurance, flexible working options, well-being support, continuous learning opportunities, and an inclusive organizational culture that values diversity and promotes individual potential. To explore career opportunities at Standard Chartered and be part of a values-driven organization, visit www.sc.com/careers.,
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posted 2 months ago
experience5 to 9 Yrs
location
Kurukshetra, Haryana
skills
  • Financial services
  • Brokerage
  • Investment banking
  • Wealth management
  • Insurance broking
  • Depository services
  • Leadership
  • Communication
  • Interpersonal skills
  • Team management
  • Customer service
  • Analytical skills
  • NBFC financing
  • Clearing services
  • Mortgage advisory
  • Problemsolving
Job Description
As a Branch Manager at SMC Group in Kurukshetra, you will play a vital role in overseeing daily branch operations to ensure smooth and efficient functioning. Your responsibilities will include supervising staff, managing client relationships, ensuring financial performance, and implementing company policies. Additionally, you will be involved in business development, preparing financial reports, and ensuring regulatory compliance. Key Responsibilities: - Supervise branch staff to optimize performance and productivity - Manage client relationships and provide excellent customer service - Ensure financial performance targets are met - Implement company policies and procedures effectively - Develop new business opportunities and contribute to branch growth - Prepare and analyze financial reports to track branch performance - Ensure compliance with regulatory requirements Qualifications: - Experience in financial services, particularly in brokerage and investment banking - Proficiency in wealth management, NBFC financing, and insurance broking - Knowledge of depository services, clearing services, and mortgage advisory - Strong leadership, communication, and interpersonal skills - Ability to manage teams effectively and deliver exceptional customer service - Analytical mindset with strong problem-solving abilities - Master's degree in Finance, Business Administration, or a related field - Prior experience in a managerial role would be advantageous Join SMC Group, a well-diversified financial services company with a strong presence in the industry, and be a part of a team that offers comprehensive financial solutions to a diverse clientele.,
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posted 2 days ago
experience6 to 10 Yrs
location
Haryana
skills
  • Customer Service
  • Client Communication
  • Service Management
  • CRM
  • Risk Management
  • Complaint Resolution
  • Client Interactions
  • Treasures
  • Client Contact Management
  • Branch Banking Processes
  • Digital Banking
  • Banking Terminologies
  • MS Office Applications
Job Description
Role Overview: As a part of DBS Consumer Banking Group, your role is crucial in providing differentiated customer experiences and leading through service. Your main responsibility will be to embed a service culture for all customer touchpoints, particularly in complaint resolution and client communication. Key Responsibilities: - Own and close each client escalation within 24 hours, keeping the client informed in case of any delays and resolution dates. - Adhere to Service Management Principles by increasing client interactions and ensuring they are handled as per the RED Service standards. - Ensure 100% coverage and contact-ability of all clients under various service-led campaigns in CRM. - Cover all qualified Treasures every quarter and implement CBG Client Contact Management Policy effectively. - Maintain customer satisfaction scores and problem resolution scores as per the set standards. - Support the sales team in acquiring customers digitally and monitor risk and governance factors of the branch. Qualifications Required: - Minimum 6 to 8 years of front line client experience with a leading bank or financial institution. - Graduate/Postgraduate degree. - Core competencies include taking ownership of customer issues, embedding a service culture, and supporting sales teams in acquiring customers digitally. - Technical competencies include knowledge of banking terminologies, branch banking processes, and digital banking. - Experience with CRM applications and proficiency in MS-Office applications like WORD, EXCEL, POWER POINT is preferred. (Note: Additional details about the company culture and behaviors were not provided in the job description.),
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