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76 investment Banking Jobs in Thane

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posted 3 weeks ago

Test Manager - Banking

TRISTHA GLOBAL PRIVATE LIMITED
experience10 to 18 Yrs
location
Chennai, Mumbai City
skills
  • banking
  • manual testing
  • leadership
Job Description
Experience: 13 to 15 years Designation: Test Manager Location: Chennai/ Mumbai Notice Period: Immediate to 45 days  About Tristha Global: Tristha Global is an India-based software services company and Quality Assurance company that focuses broadly on the BFSI sector. We provide end-to-end test automation, testing services and test management tools for businesses that focus on financial services. Roles and Responsibilities: As a Test Manager you will lead end-to-end testing activities for banking applications, ensuring high-quality delivery. The role focuses on driving quality assurance, automation, and continuous improvement across complex financial systems. Define and implement the overall test strategy, plans, and processes aligned with banking project objectives and regulatory standards. Lead and manage test teams, ensuring effective execution of functional, integration, regression, and UAT testing. Collaborate with business, development, and vendor teams to ensure comprehensive coverage of banking workflows and interfaces. Oversee defect management, test metrics, and reporting, ensuring timely issue resolution and transparent communication. Drive automation, process improvement, and quality governance to enhance efficiency and reduce risk in banking system deliveries.   Mandatory Skills: 13-15 years experience into Banking domain. Experience into multiple banking domain application like T24, Finacle, Flexcube etc. Good hand on experience into manual testing. Handled a team of manual testers. Excellent communication skills If you possess the mandatory skills and relevant experience, we invite you to share your updated resume with us. Please reach us at: career@tristhaglobal.com
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posted 2 days ago
experience3 to 8 Yrs
Salary5 - 10 LPA
location
Pune, Noida+3

Noida, Gurugram, Mumbai City, Delhi

skills
  • cross selling
  • relationship management
  • portfolio management
  • hni client handling
Job Description
Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services. It also includes use of applications actively for designing product suitability matrix, financial planning for the customers. Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing. To Enhance & Retain customer profitability by capturing larger share of Wallet. Ensuring compliance with branch SOP and control in sales and service. Deepen the relationship by cross selling Banks Products. Secondary Responsibilities:  Maintain excellent relations with local dealers to help source clients to expand reach and brand of the Bank. Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its implementation to improve overall operational efficiency. Collaborate with other branch departments and functions to provide products and service offerings to the customer. Education Qualification:  Graduation: Any Graduate  Experience: 5+ years of relevant experience in Banking or allied Business.
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posted 2 months ago

Hiring - Qualified Chartered Accountants (CA) for Malad

Zecruiters Jobconnect Private Limited
experience0 to 4 Yrs
Salary5 - 12 LPA
location
Mumbai City
skills
  • chartered accountancy
  • nav calculation
  • irr
  • fund accounting
  • ca
Job Description
Job Description: Roles and ResponsibilitiesPrepare and maintain accounts of the Alternative Investment Funds (AIFs) as per IGAAP and IFRS accounting principlesPrepare and maintain all AIF regulatory compliancesAct as a liaison between clients and senior managementManage day-to-day operational activities related to the AIF like banking, invoice processing, TDS payment and filings.Preparing regular and periodic MIS and reports required by Investors, Client Management, and Regulatory bodies.Ensuring Fund activities are in compliance with SEBI rules and regulations and highlight issues in timely manner if there is a potential risk of not meeting regulatory complianceCalculation and reporting of NAV, IRR and statement of accounts for the Fund.Desired Candidate ProfileStrong knowledge of Accounting, Compliance and TaxationAdvanced understanding of TallyAbility to work with ratios and percentagesStrong comprehension of legal documentsAdvanced level of verbal and written communication Company Name: Kalpa Prisha Fund Services LLP Industry: Other Financial ServicesDesignation: Assistant Manager - FundExperience (In Year): 0 - 5 yrs CTC (In Lakhs p.a): 4 - 12 LPAQualification:  CA or CA InterLocation: Malad East (Mumbai) CA Freshers can also apply.  
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posted 2 months ago
experience2 to 5 Yrs
Salary6 - 14 LPA
location
Mumbai City
skills
  • investor relations
  • compliance
  • business strategy
  • financial planning
  • finance
  • planning
  • banking
  • fundraising
  • financial reporting
  • cashflow
Job Description
Job Title: Manager Finance Planning, Banking & Investor Relations Location: Mumbai, BKC Qualification: CA / MBA (Finance) Job Purpose: To ensure financial stability, optimize business performance, and maintain strong relationships with investors and stakeholders. The role combines strategic financial planning with communication to investors, analysts, and regulators. Key Responsibilities: Develop and manage financial forecasts, budgets, and financial models. Conduct variance analysis and implement cost optimization strategies. Prepare management reports (MIS), dashboards, and board presentations. Act as the primary liaison for investors, analysts, and rating agencies. Prepare quarterly and annual financial results, investor decks, and earnings reports. Ensure compliance with GAAP, IFRS, SEBI, SEC, and other financial regulations. Provide financial insights and recommendations to leadership. Assist in evaluating M&A opportunities, investment projects, and fundraising strategies. Manage cash flow, capital allocation, and financial risk assessment.
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posted 7 days ago

Talent Acquisition

Conviction Hiring For Conviction HR
experience1 to 4 Yrs
Salary1.0 - 3.5 LPA
location
Mumbai City
skills
  • talent acquisition
  • recruitment
  • hr recruiter
Job Description
Roles & Responsibilities:  Managing Hiring for Leadership & Lateral into Top Big4/Big6, MNCs, BFSI, Companies Start-ups, Tech-Insurance, Healthcare, Investment Banking. Product Solutions & IT Solutions companies Sourcing quality candidates from employment portals (Naukri, Shine. LinkedIn, Indeed) & Reference! Coordinating  with quality candidates and making them aware of the requirements Prepare Job Description and Assist with Interview questions and process Assisting candidates through the ATS & coordinating while interviewing and with the HR Panel. Working as an Intermediary between the company and candidates.  Company Profile :   Founded in the year 2012, conviction provides you with International Human Resource Solutions that are well-researched. Our placement services are worked upon in tandem with state-of-the-art technology and a proactive team of expert head-hunters. In todays human resource global community, our name comes as a bankable source of opportunity and talent providers so that your company reaps optimum harvests of profit by resting the right jobs on the right shoulders.  We combine an intuitive understanding of your business needs with our focused approach and our market knowledge of todays talent market. We are driven by matrix and judge our ability by constantly focusing on the knowledge and value that our talent brings to our table. Some of the reputed companies associated with us are subsidiary companies of some of the biggest established Indian companies and the top MNCs of Information Technology, BPO.
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posted 2 days ago

Hiring for Virtual Relationship Manager

KNOWPLICITY RECRUITMENT AND TRAINING CONSULTANCY PRIVATE LIMITED
experience2 to 7 Yrs
Salary4.0 - 9 LPA
location
Thane, Hyderabad
skills
  • cross selling
  • banking sales
  • upselling
  • banking products
  • relationship management
  • outbound calling
  • outbound sales
  • outbound process
  • banking voice process
  • virtual relationship manager
Job Description
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
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posted 4 weeks ago
experience1 to 4 Yrs
Salary2.5 - 4.0 LPA
location
Thane
skills
  • vrm
  • inbound process
  • voice process
  • cross selling
  • outbound sales
  • banking sales
  • customer service
Job Description
Roles & Responsibilities: Responsible for managing a portfolio of NRI clients and driving relationship deepening through regular and high-quality engagement via calls, emails, and digital platforms. Drive cross-sell of relevant NRI products such as NRE/NRO accounts, fixed deposits, remittance services, insurance, and investment solutions. Increase product holding per customer (PHPC) by identifying customer needs and matching them with suitable bank offerings. Promote adoption and active usage of mobile/net banking channels and guide customers through digital onboarding. Assist in activation of accounts, optimizing balances, and enhancing CASA value from mapped NRI customers. Ensure KYC compliance and accurate customer profiling to present suitable products aligned with customer preferences and lifecycle needs. Provide end-to-end support for services like remittances, tax filing solutions for NRIs, FCNR deposits, and other wealth management offerings. Collaborate with internal stakeholders for timely resolution of customer service requests, queries, and escalations. Meet monthly scorecard targets on sales, service, and customer engagement KPIs. Ensure strict adherence to RBI guidelines, FEMA regulations, and internal compliance standards for NRI banking. Pitch and onboard customers into the NRI Relationship Banking Program, explaining its features, benefits, and eligibility. Maintain updated knowledge of global banking trends, currency movements, and regulatory changes impacting NRIs.
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posted 2 months ago

Agency Development Manager

Recruitment Root Hiring For Kotak Mahindra Bank Life Insurance
experience1 to 4 Yrs
Salary1.0 - 2.5 LPA
location
Mumbai City
skills
  • agency development
  • insurance marketing
  • insurance agency management
  • agent recruitment
  • agency channel
  • agency sales
Job Description
  Recruit, train, and develop new financial advisors/agents to build a strong and productive sales channel. Motivate and guide agents to achieve business targets in life insurance, investment, and banking products. Plan and implement effective sales strategies to increase revenue generation and market penetration. Monitor agent performance through regular reviews, mentoring, and feedback sessions. Drive business growth by maintaining relationships with existing clients and acquiring new customers. Ensure compliance with all banking and insurance guidelines, policies, and ethical business practices. Coordinate with cross-functional teams to provide product knowledge, operational support, and marketing assistance. Prepare sales reports, track performance metrics, and forecast business targets. Promote Kotak Mahindra Banks brand through customer engagement and high-quality service delivery. Maintain consistent communication between agents and management to ensure alignment of business goals. Key Skills: Team Leadership & Motivation Sales & Business Development Channel Management Customer Relationship Management (CRM) Strategic Planning & Execution Communication & Interpersonal Skillsx  
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posted 3 weeks ago

Talent Acquisition

Conviction Hiring For Conviction HR
experience0 to 4 Yrs
location
Mumbai City
skills
  • talent acquisition
  • recruitment
  • recruiting
Job Description
Conviction HR Company profile   http://www.convictionhr.com LinkedIn: https://www.linkedin.com/company/conviction-hr/about/  Location: Malad, Mumbai Mode: Work from Office Working days: Monday to Saturday (Saturday being Half Days) Office Time: 10:30 AM to 7:30 PM (On Sat- 10:30 AM to 4:30 PM)  Employment Type:  Full Time Industry: Human Resources Designation: Talent Acquisition Specialist  Roles & Responsibilities:  Managing Hiring for Leadership & Lateral into Top Big4/Big6, MNCs, BFSI, Companies Start-ups, Tech-Insurance, Healthcare, Investment Banking. Product Solutions & IT Solutions companies Sourcing quality candidates from employment portals (Naukri, Shine. LinkedIn, Indeed) & Reference! Coordinating  with quality candidates and making them aware of the requirements Prepare Job Description and Assist with Interview questions and process Assisting candidates through the ATS & coordinating while interviewing and with the HR Panel. Working as an Intermediary between the company and candidates.  Company Profile :   Founded in the year 2012, conviction provides you with International Human Resource Solutions that are well-researched. Our placement services are worked upon in tandem with state-of-the-art technology and a proactive team of expert head-hunters. In todays human resource global community, our name comes as a bankable source of opportunity and talent providers so that your company reaps optimum harvests of profit by resting the right jobs on the right shoulders.  We combine an intuitive understanding of your business needs with our focused approach and our market knowledge of todays talent market. We are driven by matrix and judge our ability by constantly focusing on the knowledge and value that our talent brings to our table. Some of the reputed companies associated with us are subsidiary companies of some of the biggest established Indian companies and the top MNCs of Information Technology, BPO.
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posted 2 months ago
experience5 to 10 Yrs
Salary9 - 14 LPA
location
Thane, Navi Mumbai+2

Navi Mumbai, Mira Bhayandar, Mumbai City

skills
  • wealth management
  • portfolio management
  • retail branch banking
Job Description
Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business.   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 Yes FIRST HNI /NRI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank.   Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Financial Planning and Investment Advisory to HNI /NRI clients.   Driving revenue business to generate fee income through products like mutual funds, investments and insurance Ensure all sales activity is recorded online as per the organizational process.   Capture and maximize the business opportunity through detailed client profiling as per organizational process.   Interested candidate can share the Cv on below mention details aqsa.khan1.ext@yesbank.in   NOTE - APPLY ONLY IF YOU CAN JOIN FOR INTERVIEW TOMMOROW  
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posted 3 days ago
experience5 to 10 Yrs
Salary5 - 12 LPA
location
Thane, Navi Mumbai+1

Navi Mumbai, Mumbai City

skills
  • portfolio management
  • client acquisition
  • hni sales
  • saving account
  • casa
  • wealth
  • current account
  • bank
Job Description
Hi There is an urgent opening in a leading Bank   Designation: Relationship Manager CTC: Upto 12 Lacs Location: Across Mumbai   Ideal Candidate: * Should have completed minimum 1 yr. in the current Job Role * Education: Any Graduate/Post Graduate/Professional Degree * Minimum 3 years of work experience in Retail Branch Banking * Knowledge of the Banking Industry and Financial Markets   JD: * Managing the High Net Worth customers of the Bank * Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships * Profiling Customers and provide financial products to meet customer needs * Ensuring the highest levels of service to the High Net Worth customers * Providing Financial planning & Investment Advise * Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc * One point contact for all requirements of High Net Worth customers in the Branch * Acquisition & Servicing of High Net Worth customers   Interested Kindly revert Back with an updated CV Reach at: qcnaukri1@gmail.com Any query call Shrutika : 022-40697708 / 8369367973    
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posted 1 week ago

Business Analyst

Live Connections.
experience4 to 9 Yrs
Salary8 - 18 LPA
location
Pune, Bangalore+3

Bangalore, Chennai, Hyderabad, Mumbai City

skills
  • consumer lending
  • business analysis
  • capital market
Job Description
Hiring: Business Analysts Bangalore | Pune | Chennai | Hyderabad Experience: 315 YearsWere looking for strong Business Analysts with expertise in: Capital Markets Consumer Lending Requirements: Requirement gathering & documentation (BRD/FRD) Strong stakeholder management Process mapping & analytical skills.
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posted 3 weeks ago

Virtual Relationship Manager- Mumbai

QUOTIENT CONSULTANCY Hiring For Its one of the leading bank
experience2 to 4 Yrs
Salary4.0 - 9 LPA
location
Navi Mumbai, Mumbai City
skills
  • vrm
  • life insurance
  • phone banking
Job Description
Position: Virtual Relationship managerLocation: MumbaiQualification: All graduate Good Communication skills. Roles and Responsibilities Key Responsibilities Engage virtually with customers to assess needs and promote bank products across liabilities, assets, cards, wealth, and digital channels. Acquire new customers and onboard existing ones into higher-engagement programs (HNI, Select, NRI). Achieve sales and service targets outreach, cross-sell, digital adoption, revenue, and referrals. Provide superior remote servicing through proactive engagement, issue resolution, and digital onboarding. Ensure compliance with all bank policies, processes, and documentation standards. Use data insights to identify high-value customers and deepen relationships. Collaborate with internal teams for smooth service delivery and lead generation support.
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posted 2 weeks ago

Hiring BO/RM for leading Bank

SUDHMURA SERVICES PRIVATE LIMITED
experience1 to 6 Yrs
Salary1.5 - 4.5 LPA
location
Noida, Gurugram+2

Gurugram, Mumbai City, Delhi

skills
  • banking
  • cross selling
  • interpersonal skills
  • retail banking
  • communication skills
Job Description
We are hiring BO-CASA/CA & RM-CASA/CA,SM-CASA/CA for leading Pvt Bank. Location: Delhi NCR Budget: Up to 12 LPA + Other Benefits RM_Requirements:Graduation with 4-8 yrs of experience in retail Banking FinancialResponsibilities:The RM is accountable fora portfolio of High Net worth Clients, integrating and coordinating all BanksGroup products, services and resources in order to maximize the value of thebusiness relationship and ensure profitability for the Bank and the ClientManaging the banking and investments relationship .and responsible for overall growth of Liabilities & Investment business fromHNI segment. Increase CASA balance in allocated portfolio either through Deepening orAcquisition of NTB Royale Customer, Proactively and timely identifies potential problem accounts and formulatesappropriate risk Mitigating strategies. Manage customer migration between segments, sub-segments and theHNI business. Grow portfolio profitability through the utilization of available multi-channeldelivery strategies, such as actively managing customer migration ontoelectronic banking channels. Develop, manage, and expand Au Royale customer relationships byproviding service level which exceeds client expectations of most importantcustomer segment Ensure all sales activity is recorded online as per the organizationalprocess (CRM) Develops new and expands existing High Net worth Customer relationshipsfor liabilities and retail assets Informs customers about new products or product enhancements to furtherexpand the banking relationship Capture and maximize the business opportunity through detailed clientprofiling as per organizational process (CRM) BO- CASA/CA _ Need 1-5 yrs sales exp in the BFSI industry. Share CV at 8950084767(whatsapp)/murari@sudhmura.com
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posted 2 months ago
experience1 to 5 Yrs
Salary2.5 - 5 LPA
location
Thane, Mumbai City
skills
  • telesales
  • vrm
  • outbound calling
  • cross selling
  • upselling
  • nri services
  • inbound customer service
  • sales executive
Job Description
Roles & Responsibilities: Responsible for managing a portfolio of NRI clients and driving relationship deepening through regular and high-quality engagement via calls, emails, and digital platforms. Drive cross-sell of relevant NRI products such as NRE/NRO accounts, fixed deposits, remittance services, insurance, and investment solutions. Increase product holding per customer (PHPC) by identifying customer needs and matching them with suitable bank offerings. Promote adoption and active usage of mobile/net banking channels and guide customers through digital onboarding. Assist in activation of accounts, optimizing balances, and enhancing CASA value from mapped NRI customers. Ensure KYC compliance and accurate customer profiling to present suitable products aligned with customer preferences and lifecycle needs. Provide end-to-end support for services like remittances, tax filing solutions for NRIs, FCNR deposits, and other wealth management offerings. Collaborate with internal stakeholders for timely resolution of customer service requests, queries, and escalations. Meet monthly scorecard targets on sales, service, and customer engagement KPIs. Ensure strict adherence to RBI guidelines, FEMA regulations, and internal compliance standards for NRI banking. Pitch and onboard customers into the NRI Relationship Banking Program, explaining its features, benefits, and eligibility. Maintain updated knowledge of global banking trends, currency movements, and regulatory changes impacting NRIs.
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posted 2 months ago

Crm Consultant

E4 SOFTWARE SERVICES PRIVATE LIMITED
experience1 to 3 Yrs
location
Navi Mumbai, Mumbai City
skills
  • business process management
  • salesforce
  • banking
  • crm
  • workflow
  • zoho projects
  • functional consultancy
Job Description
We are looking for a Functional Consultant with CRM expertise to join our dynamic team. The ideal candidate should have hands-on experience in understanding, configuring, and implementing CRM solutions for end clients. Exposure to the BFSI domain will be considered a significant advantage. Key Responsibilities: Work closely with clients to understand their business processes and CRM requirements Understand client requirements, map them to product capabilities, and provide suitable solutions. Configure product features, modules, and workflows as per business needs. Collaborate with technical teams to ensure smooth integration and implementation. Conduct product demonstrations, training, and workshops for clients/end-users. Provide functional support during testing, deployment, and post-implementation phases. Document configurations, processes, and best practices. Configure and customize CRM platforms based on client needs Manage end-to-end implementation, testing, and user training Collaborate with technical teams to ensure smooth project delivery Document functional requirements, workflows, and integration points Required Skills & Experience: Minimum 2 years of experience in any CRM such as Salesforce, Zoho CRM, or CRMNext Strong understanding of CRM workflows and business process mapping Excellent communication and client-handling skills Exposure to BFSI (Banking, Financial Services, or Insurance) domain preferred
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posted 2 weeks ago

Investment Counsellor

Jobs Territory Hiring For Jobs Territory
experience4 to 9 Yrs
location
Mumbai City
skills
  • product planning
  • sales
  • communication skills
  • analytical skills
  • interpersonal skills
  • product marketing
Job Description
 Roles & Responsibilities:-  -Responsible for Concept Selling across the region, leveraging through existing distributor relationships. - Responsible for Product Level targets of the region for certain specified products across Equity & Debt. - To conduct Conference Calls / Meetings with Distributors for Product, Market and Knowledge updates.        - To conduct Regular Trainings & Knowledge Sessions for Internal Employees across the region.      - To work with the Sales team in increasing distribution spread & Product Mix. - Support to create simpler communication on Focused Products along with Product team.                              - Providing critical on ground Feedback for enhancing business activities.               - Give market feedback to Investments on peer Products Positioning & Product sales in market.
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posted 2 weeks ago

Relationship Manager

Jobs Territory Hiring For Business Banking Client
experience7 to 11 Yrs
Salary12 - 16 LPA
location
Thane, Mumbai City
skills
  • client acquisition
  • client handling
  • wealth advisory
  • high net worth individuals
  • hni client handling
  • investment advisory
  • business banking
  • portfolio management
  • wealth management
Job Description
Dear Candidate,  We are hiring Relationship Manager who has experience with UHNI & HNI clients. Please share your resume to: recruiter.jobsterritory1111@gmail.com  NOTE: Kindly go through the JD properly and then apply. Responsibilities: Manage and grow relationships with existing HNI and UHNI clients by providing strategic advice and tailored investment solutions. Acquire new clients through referrals, networking, and market engagement. Drive revenue growth by optimizing product mix and increasing client asset size. Represent a spectrum of products Mutual Funds, PMS, AIFs, and alternate asset strategies with customized solutions aligned to client mandates. Engage in high-impact family office and HUNI meetings to design long-term wealth preservation and alpha generating portfolios. Influence client decisions through market insights and strategic advisory rather than transactional product pitches. Will be reporting to TL Candidates from Insurance Sectors - DONOT APPLY  Immediate to 30 days joiners preferred.  EXPERIENCE:Mandatory to have 3 years of experience in Corporate / business banking. Total experience up to 10 years.  Qualification: CA/ CFA/ MBA (Finance)  Age limit is not more than 40 yrs.     
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posted 2 months ago
experience6 to 11 Yrs
Salary6 - 14 LPA
location
Mumbai City
skills
  • nri
  • acquisition
  • hni client handling
  • portfolio management
  • current account
  • casa
  • field sales
  • relationship
  • manager
  • deputy
Job Description
Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business.   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 Yes FIRST HNI /NRI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank. Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Financial Planning and Investment Advisory to HNI /NRI clients. Driving revenue business to generate fee income through products like mutual funds, investments and insurance Ensure all sales activity is recorded online as per the organizational process. Capture and maximize the business opportunity through detailed client profiling as per organizational process. Interested candidate can share the Cv on below mention details janhvi.jadhav.ext@yesbank.in / 9137134926 NOTE - APPLY ONLY IF YOU CAN JOIN FOR INTERVIEW TOMMOROW NOTE - Candidates located in Mumbai can only apply
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posted 4 weeks ago
experience8 to 13 Yrs
Salary10 - 14 LPA
location
Mumbai City
skills
  • branch banking
  • retail banking
  • cross selling
  • saving
  • retention
  • sales
  • manager
  • account
Job Description
SECTION I: BASIC INFORMATIONJob TitleRegional Savings Account ManagerJob Code-GradeAVPManagement BandMiddle ManagementDepartmentRetail BankingLocation-Reporting to-No. of Direct Reports- SECTION II: ROLE SUMMARYThe role holder is responsible for developing and executing a robust savings account led Household business strategy for the designated region through in-depth engagement with branch/cluster/regional/zonal level leaders. The position requires deep engagement to drive sustainable household banking and strengthen the SA performance across channels in the region. The incumbent will be a key catalyst for building a strong liability book by championing cross selling of SA, RD/FD, and Third-Party Products (Investment, YSL, MF), lending & credit cards hence increasing product penetration. S/he should be able to provide the necessary product support as required by the field team to deliver on defined objective of building a sustainable savings account book thereby being a catalyst towards building liability book for his assigned geography. The incumbent will have to continuously monitor and optimize business quality, productivity, and compliance. S/he should possess strong SA product knowledge and should have relevant field experience of driving the overall business through active engagement with the branches and regional leadership. SECTION III: KEY RESPONSIBILITIES/ACCOUNTABILITIESStrategic/ Managerial Responsibilities Should have the ability to effectively engage with cluster/regional/zonal management and articulate/present the progress on defined business objectives. Should work smartly to manage his relationships with multiple layers across branches/clusters and other product support groups. Effectively use positive influencers and counter negative influencers to drive and meet business objectives. Lead training initiatives to upskill teams on product knowledge and sales pitches for SA and investments. Core Responsibilities Accountable for building the overall SA book, NRV growth for the region. Drive the SA acquisition, CIB book growth strategically by providing necessary support/ analytics to the region Enhance customer experience by cross-selling RD/FD, Investment, Mutual Funds, hence building a sustainable SA Book growth. Drive digital activation, account aggregator penetration, consistent usage of digital channels, tax payments Build strong partnerships with RWAs, key societies, clubs/ associations to promote family-based banking solutions and leverage cross-sell opportunities for household business. Track teams productivity across parameters and monitor daily book movement along with the sourcing quality of the region. Provides expertise to field teams on overall business that includes Acquisition, Retention and Enhancements in SA AMB. Maintain the quality of SA business in line with the stated organization and regulatory objectives. Actively engage with branch leadership and drive the centrally strategized agenda for the assigned geography effectively. Develop an understanding of problems faced by customers and employ existing or new methods to find solutions timely. Analyze regional trend and market offerings to help in fine-tuning customer offerings. Help build product features to suit market requirements. Drive digital banking adoption for SA and investments customers. People Management or Self-Management Responsibilities Handling internal and external stakeholders and demonstrate good Interpersonal skills to facilitate stakeholder support on all processes/system alignment. Individual with a go-getter attitude, should be able to work independently by collaborating with multiple business groups in driving bank's SA and investment business strategy. Risk and Internal Control Responsibilities Foster high standards in customer onboarding, documentation compliance, and service quality. Work towards mitigating risks arising out of Mule/ AML, strengthen compliance culture towards Household business Implement the risk policies and processes and ensure that existing business meets the stipulated regulatory guidelines. Highlights any untoward customer issues and helps correct the process wherever required. Should continuously monitor the sourcing quality and bring forth any anomalies across any markets under his assigned geography. SECTION IV: ELIGIBILITY CRITERIAMinimum Qualifications Post-Graduate or MBA from a recognized university MBA From premium business schools will be preferred Years of Experience 8-12 years of experience with retail branch banking / SA and investment product teams SECTION V: COMPETENCIES & KEY PERFORMANCE INDICATORSCustomer Focus Listens to and demonstrates an understanding of customers stated needs. Delivers customer value through timely and quality execution. Professional Entrepreneurship Takes proactive and constructive action at work with little or no direction from others. Displays responsibility for problems, initiatives and tasks that lie within the domain of own role Drive for Results Seeks to understand the rationale for key decisions and understands implications for own role/ actions. Displays a sense of urgency to deliver outcomes as per stated timelines. Reacts to challenges by displaying an optimistic demeanor Influence and Impact Uses simple persuasion techniques to achieve the desired result / action / commitment from others. Responds to stated requirements of internal/ external stakeholders by keeping a solution-oriented mindset Focus on Quality Ensures adherence to quality standards in work/service delivery, identifies opportunities for improvement in routine course of work. Adheres to laid down systems, procedures and identifies opportunities to enhance efficiency in own sphere of work through incremental improvement Leadership Abilities Displays awareness and understanding of the external environment relevant to own area of work and can assess their impact on the business in which he operates. Translates the Banks vision to own sphere of work and defines plan for achievement of the growth and scale objectives. Actively seeks, identifies, and promotes opportunities to try out new idea. Sets performance expectations at the department level, monitoring performance, providing measurement systems, driving accountability, and rewarding high performance. Enables empowerment by assigning clear challenging tasks with definitive accountabilities, resources, and authority. Coaches and mentors employees to develop required skills, provides dev Enables Change Displays the ability to depart from traditional methods/behaviors and adapting quickly when situational constraints require new or different approaches. Cascades the vision for change, and leads required transformation in structure, processes, and capability to ensure a smooth transition. Encourages team members to respond positively to changes, encouraging discussion, responding with empathy to their anxiety.   Interested candidates can share their cv on karishma.sansi.ext@yes.bank.in
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