In this role at DBS Consumer Banking Group, you will be responsible for providing personalized financial solutions and advice to clients, tailored to their unique needs and goals. Your key responsibilities will include:
- Proactively engaging with clients to understand their financial situation, risk profile, and investment objectives
- Recommending and facilitating the opening of appropriate banking products and services, such as savings accounts, current accounts, and investment portfolios
- Assisting clients with account management, fund transfers, and other day-to-day banking transactions
- Identifying cross-selling opportunities and promoting relevant products and services to clients
- Maintaining a thorough understanding of the bank's product offerings, policies, and procedures
- Collaborating with other teams within the bank to provide comprehensive financial solutions to clients
- Ensuring compliance with all relevant regulations and internal policies
- Contributing to the growth and profitability of the bank by meeting or exceeding sales targets
To be successful in this role, you will need to meet the following requirements:
- Minimum bachelor's degree in finance, economics, or a related field
- Proven track record of providing exceptional customer service and building strong client relationships
- Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in a clear and concise manner
- Strong analytical and problem-solving skills, with the ability to understand and interpret financial data
- Proficient in the use of relevant banking and financial software applications
- Ability to work independently and as part of a team
- Commitment to continuous learning and professional development,
Hiring
Banking_Industry
Position : Premier Acquisition Manager Location : Tiruchirappalli, Tamil NaduQualification : Graduate with any streamExperience : 1- 5 years in Banking Sales in CASA only
CTC - Up to 4.5 LPA(Which Depends on relevant experience) Age upto 30year's
Interested one can dm me with their updated resume on 8077033176
NEED RELEVANT CANDIDATES ONLY
References are highly appreciated
Key Responsibilities:
- Acquire new Current and Savings accounts within the branch's catchment area.
- Source high-quality salary accounts from corporate clients.
- Drive account activation, including UPI linkage and M0 balance maintenance.
- Increase the bank's wallet share by cross-selling various banking products, including Insurance, Mortgages, ULIPs (Unit-Linked Insurance Plans), SIPs (Systematic Investment Plans), and Mutual Funds.
- Manage the assigned customer portfolio effectively.
- Participate in corporate induction and migration events within the catchment area.
- Build strong internal relationships to leverage existing SME client relationships.
- Conduct low-cost micro-marketing activities in the catchment area for lead generation.
Job Role- Business Development Officer- CASA
Job Purpose
To acquire New To Bank liability relationships (Current Accounts / Saving Accounts / Deposits) and strengthenthese relationships through highest levels of service quality.
Key Responsibilities:
Identify potential catchment areas of potential retail liabilities customers for Equitas Bank.
Build a database of customer leads through references, opening stalls in areas where there are higher
number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of
pamphlets etc.
Schedule meetings with potential liabilities customers and understand their requirement; thereafter
presenting them with the most suitable products and explaining the features/benefits.
Communicate clearly to customers on the requirements for various types of products && services for
example, charges for maintaining a locker, minimum balance to be maintained etc., and on the
documents required to be submitted to bank with Equitas.
Ensure that all customer documents are verified with originals and are handled with care and
confidentiality.
Complete all account opening related processes accurately so that the customer experience is enhanced
and forms the foundation of a long relationship with the bank.
Maintain continuous communication with customers on the status of their account opening process.
Frequently communicate with newly signed up customers and assist them with additional products and
services based on their requirements for example, relevant loan products, investment products etc.
Build reference network from newly signed up customers for potential leads.
Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor.
Profile & eligibility:
Full Time Graduate (10+2+3/10+2+4) in regular college
1-5 years of CASA/Current Account sales experienced sales profile.
Age limit of 32
Two-wheeler and DL mandatory for all role
Location: Chennai
languages Known- Tamil & English
Contact Person- Victorya
Contact Number- 90038 95314
Email- victoriya@liveconnections.in
Key Responsibilities:
- Acquire new Current and Savings accounts within the branch's catchment area.
- Source high-quality salary accounts from corporate clients.
- Drive account activation, including UPI linkage and M0 balance maintenance.
- Increase the bank's wallet share by cross-selling various banking products, including Insurance, Mortgages, ULIPs (Unit-Linked Insurance Plans), SIPs (Systematic Investment Plans), and Mutual Funds.
- Manage the assigned customer portfolio effectively.
- Participate in corporate induction and migration events within the catchment area.
- Build strong internal relationships to leverage existing SME client relationships.
- Conduct low-cost micro-marketing activities in the catchment area for lead generation.
1. Acquiring new accounts (Current and Savings) from branch catchment area.2. Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio.3. Participate in corporate induction and migration events around the catchment area 4. Build strong relationships with internal teams to leverage existing relationships from SME5. Conduct low-cost micro marketing activities around catchment areas for lead generations
Dear Candidates!
We are Hiring for Bank Officer or Relationship officer in Chennai Location
CTC - 4 LPA to 6 LPA
IF anyone have experience in Sales then Kindly share your Updated CV in 7302120316 or bharti@skillnixrcruitment.com
Dear Candidates!
We are hiring for Relationship Manager in Liabilities department
Location - Coimbatore
CTC - Upto 8 to 10 LPA
Experience - 4 to 5 Years in CASA
If you have experience in CASA or Retail Branch Banking, so you can share your updated resume on 7302120316 or bharti@skillnixrecruitment.com
Key Responsibilities:
- Acquire new Current and Savings accounts within the branch's catchment area.
- Source high-quality salary accounts from corporate clients.
- Drive account activation, including UPI linkage and M0 balance maintenance.
- Increase the bank's wallet share by cross-selling various banking products, including Insurance, Mortgages, ULIPs (Unit-Linked Insurance Plans), SIPs (Systematic Investment Plans), and Mutual Funds.
- Manage the assigned customer portfolio effectively.
- Participate in corporate induction and migration events within the catchment area.
- Build strong internal relationships to leverage existing SME client relationships.
- Conduct low-cost micro-marketing activities in the catchment area for lead generation.
Role: Premium Acquisition Manager (PAM)
Location: Chennai / Coimbatore CTC: Up to 4.5 LPA Qualification: Full-time Graduate (10+2+3 / 10+2+4, Regular College) Experience: 15 Years Age Limit: Up to 32 Years Requirement: Two-wheeler with valid Driving License (Mandatory)
Contact Person- Tharani
Contact - +91 8667869865
Email : tharani@liveconnections.in
Role Overview
The Premium Acquisition Manager (PAM) will be responsible for acquiring high-value customers, driving CASA growth, and managing HNI client relationships. The role demands strong sales skills, customer engagement capability, and the ability to build long-term relationships with premium clients. The candidate should have prior experience in CASA sales, current account acquisition, or handling HNI customers in the banking or financial services sector.
Key Responsibilities
Customer Acquisition & Business Development
Acquire new high-value customers for CASA and Premium Banking products.
Drive Current Account and Savings Account (CASA) acquisition through field sales.
Identify and tap potential customer segments within the assigned geography.
HNI Client Handling
Manage and maintain relationships with HNI (High Net-Worth Individuals).
Provide personalized banking solutions based on customer needs.
Ensure high levels of service and engagement for premium clients.
Portfolio & Revenue Management
Achieve monthly and quarterly acquisition targets.
Cross-sell relevant banking products such as FD, RD, debit cards, insurance, etc.
Ensure continuous monitoring of customer satisfaction and product usage.
Market Intelligence & Reporting
Track competitor activities and market trends in the assigned area.
Maintain accurate documentation, sales reports, and customer interaction records.
Share feedback on customer needs and product improvements.
Required Skills & Competencies
Technical / Domain Skills
CASA Sales
Current Account Acquisition
HNI Client Handling
Field Sales Exposure
Cross-Selling Banking Products
Soft Skills
Excellent communication & interpersonal skills
Customer-centric approach
Negotiation and persuasion ability
Strong relationship-building skills
Self-driven and target-oriented
Job Role:1. Acquisition of New Client (NTB) through external individual efforts for Current Account, Savings AccountProducts of the bank. 2. Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates.3. Revenue Generation, Customer Acquisition, Customer Retention.4. Maintaining Avg. Quarterly Balance.5. Conducts regular promotional and customer events to generate leads.6. Cross selling of CMS, Beat, MF, FD, Insurance and asset products.
Key Responsibilities:
1. Acquiring new accounts (Current and Savings) from branch catchment area.2. Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio.3. Participate in corporate induction and migration events around the catchment area4. Build strong relationships with internal teams to leverage existing relationships from SME5. Conduct low-cost micro marketing activities around catchment areas for lead generations
Job Description
You will be responsible for managing relationships with customers to ensure their banking needs are met efficiently. Your role will involve providing personalized banking services and promoting various banking products to customers.
Key Responsibilities
- Build and maintain relationships with customers to understand their financial needs
- Provide personalized banking services to enhance customer experience
- Cross-sell banking products such as savings accounts, fixed deposits, and loans to customers
- Process customer transactions accurately and efficiently
- Resolve customer inquiries and issues promptly
Qualifications Required
- Minimum 1 year of experience in Current Account and Savings Account (CASA)
- Strong communication and interpersonal skills
- Knowledge of banking products and services
- Ability to work well in a team and independently
- Proficient in basic computer applications
Location
Coimbatore
Experience
Minimum 1 year of experience in Current Account and Savings Account (CASA)
Notice Period
Immediate joiners or 30 days preferred,
As a Sales Executive at our company based in Coimbatore, India, you will have the opportunity to work in a dynamic role where you will be responsible for the full sales cycle. From qualifying opportunities to negotiating deals and conducting product demos, you will play a crucial role in driving sales growth in the US and Canada territory.
**Key Responsibilities:**
- Manage the full sales cycle efficiently
- Achieve monthly sales targets consistently
- Focus on the US and Canada territory to drive sales growth
**Qualifications Required:**
- Proven experience in handling the full sales cycle effectively
- Track record of meeting and exceeding monthly sales targets
- Familiarity with the US and Canada territory market dynamics
In this role, you will not be required to make outbound calls as leads will be provided to you. Your main focus will be on providing value to potential clients by selling management software to directors of SMEs. Additionally, you will have the opportunity to work on interesting projects and collaborate with functional consultants for qualification and follow-ups.
**Additional Details:**
- You will have the chance to work with a team of 40 people in a company that is experiencing 50% year-over-year growth and is already profitable.
- The average deal size is $15k with a sales cycle of 3 months.
- The company offers a range of benefits including healthcare, dental, vision, life insurance, and flexible spending accounts.
- Other perks include PTOs, pre-tax commuter benefits, discount programs, and sponsored events such as Tuesday dinners and monthly happy hours.
- You can also enjoy sports activities with colleagues where the bill is covered, as well as access to Peet's and Philz coffee all day and pantry snacks.
Join us in this exciting opportunity to grow professionally and be part of a successful and dynamic team in Coimbatore, India.,
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
Yunic Hr Solutions
Hiring For Banking
Relationship Manager
A bank relationship manager acts as a primary contact for clients, managing and growing their relationships with the bank by providing financial advice, identifying needs, and offering relevant products like loans, investments, and savings. Key responsibilities include building trust through personalized service, ensuring client satisfaction, and meeting sales goals by acquiring new clients and cross-selling to existing ones.
Required Experience And Qualifications
Any Diploma/Degree
Benefits ESI And PF
No Target
Fixed Shift
Incentives
Job types: full-time
Experience - 1 Yr To 3 Yrs
Salary 30% To 40% Hike
Job location in Pan India
Contact Hr yunichrsolutions23@gmail.com
Urgent Vacancy with Leading Bank
Role- Premier Acquisition Manager
Location - Chennai
To acquire HNI/Affluent New To Bank liabilities relationships (Saving Accounts / Current Accounts / Deposits) and build stable balances through customer onboarding.
Identify potential catchment areas to acquire HNI/Affluent liabilities customers .
To do marketing activities and generate leads for acquiring HNI/Affluent customers.
Build a database of customer leads through references.
Schedule meetings with potential HNI/Affluent liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits.
Communicate clearly to customers on the requirements for various types of products, services, documents to be provided to the bank.
Also clearly explain the customer on required balances/deposits to be maintained to avail various products and services.
Ensure that all customer documents are verified with originals and are handled with care and confidentiality.
Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank.
Maintain continuous communication with customers on the status of their account opening process.
Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc.
Build reference network from newly signed up customers for potential leads.
Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor
Interested Candidates can WhatsApp profiles to 8925889567/ 9840034045
Urgent Vacancy with Leading Bank
Role - Business Development Officer
Location - Chennai
Job Description:
To acquire New To Bank liability relationships (Current Accounts / Saving Accounts / Deposits) and strengthen these relationships through highest levels of service quality.
Identify potential catchment areas of potential retail liabilities customers.
Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc.
Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits.
Communicate clearly to customers on the requirements for various types of products & services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas.
Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank.
Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc.
Build reference network from newly signed up customers for potential leads.
Regularly update Daily Sales Reports and discuss on the plans, action items, progress with supervisor.
Interested candidates can WhatsApp profiles to 9840034045
Synergy Plus Business Consulting Group Hiring For for a pvt Bank
2 to 7 Yrs
2.5 - 5 LPA
Chennai, Bangalore
personal banking
relationship management
casa sales
rm
saving account
portfolio management
current account
branch banking
Key Responsibilities:
1 New to bank acquisition of high end current accounts through open market leadgeneration and closure, 4~5 Current account in a month of which 2 should be Premium,Adherence to Bank policies and guidelines such as Kyc & Aml2 Ensure successful onboarding of customer for a smooth transition to branch bankingteam.3 Activation of customer Ensure that customer maintains required balances && startstransactions in his accounts (within M1 && Q1), 80% of customers to maintain specifiedAQB, 75% penetration of internet banking, 50% penetration of DSB.4 Activities for lead generation5 Cross sell Lead generation/ basic enquiry, liaising with Branch Manager && productteamsHow to Apply:
Send your updated resume to: recruiter4.spbcgroup@gmail.com
ECH-AAR Manpower Solutions Hiring For Leading Bank
0 Yrs
1.0 - 3.5 LPA
Madurai, Thirunelveli+3
Thirunelveli, Tiruchirappalli, Coimbatore, Erode
savings accounts
graduate
direct sales
casa
field sales
sales
current account
bde
open market
fresher
Interested Candidates Call on 8795033333 or share your resume at echaarmanpowersolutions@gmail.com Hiring For Banking Sector Location -
Coimbatore
Erode
Madurai
Pollachi
Tirunelveli
Trichy
CTC - 23000 in hand + IncentivesProfile - Sales Officer Qualification - Graduate Candidate should have experience in Liabilities ProductCandidate must have dl and two wheelerIt is an target based job and onroll Job with perks benefitsRegards,Himanshi ecH-aaR Manpower Solutions