savings-accounts-jobs-in-vellore, Vellore

1 Savings Accounts Jobs nearby Vellore

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posted 2 months ago
experience2 to 6 Yrs
location
Vellore, Tamil Nadu
skills
  • customer service
  • communication
  • interpersonal skills
  • analytical skills
  • teamwork
  • financial solutions
  • client relationships
  • problemsolving
  • financial data interpretation
  • banking software applications
  • continuous learning
  • professional development
Job Description
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,
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posted 2 months ago

Premier Acquisition Manager - CASA

Skywings Advisors Private Limited
experience1 to 5 Yrs
Salary1.0 - 4.0 LPA
location
Tiruchirappalli
skills
  • casa
  • sales
  • banking sales
  • cross selling
  • current account
  • casa sales
  • direct sales
  • saving account
Job Description
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
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posted 1 week ago

Personal Banker Sales

SKILLVENTORY Hiring For One of the leading bank
experience1 to 4 Yrs
Salary2.5 - 4.5 LPA
location
Coimbatore
skills
  • sales
  • casa
  • branch banking
  • saving account
  • retail sales
  • field sales
  • current account
  • casa sales
Job Description
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.  
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posted 6 days ago
experience1 to 5 Yrs
Salary1.0 - 4.0 LPA
location
Chennai
skills
  • credit cards
  • branch banking
  • business development
  • savings accounts
  • field sales
  • sales
  • banking sales
  • casa
  • current accounts
Job Description
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
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posted 1 day ago

Personal Banker Sales

SKILLVENTORY Hiring For one of the leading bank
experience1 to 5 Yrs
location
Coimbatore, Lucknow+2

Lucknow, Ludhiana, Chandigarh

skills
  • saving account
  • field sales
  • cross selling
  • casa sales
  • sales
  • branch banking
  • casa
  • current account
  • insurance sales
Job Description
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.
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posted 3 weeks ago
experience1 to 4 Yrs
location
Madurai
skills
  • current account
  • casa sales
  • field sales
  • retail sales
  • banking sales
  • sales
  • savings accounts
  • casa
  • branch banking
Job Description
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
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posted 1 week ago

Bank Officer

SKILLNIX RECRUITMENT SERVICES PRIVATE LIMITED
experience1 to 6 Yrs
location
Chennai
skills
  • cold calling
  • casa
  • corporate sales
  • current account
  • saving account
Job Description
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  
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posted 3 weeks ago

Relationship Manager

SKILLNIX RECRUITMENT SERVICES PRIVATE LIMITED
experience1 to 5 Yrs
Salary4.0 - 9 LPA
location
Coimbatore
skills
  • saving account
  • current account
  • branch banking
Job Description
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
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posted 2 days ago

Personal Banker Sales

SKILLVENTORY Hiring For one of the leasing bank
experience1 to 5 Yrs
location
Coimbatore, Ludhiana+1

Ludhiana, Chandigarh

skills
  • cross selling
  • casa
  • saving account
  • insurance sales
  • sales
  • current account
  • field sales
  • casa sales
  • pos machine
Job Description
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.
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posted 6 days ago
experience1 to 5 Yrs
Salary1.5 - 4.5 LPA
location
Chennai, Coimbatore
skills
  • business development
  • field sales
  • revenue management
  • customer acquisition
  • casa
  • sales
  • hni client handling
  • current account
  • cross selling
  • account
  • premium acquisition manager
Job Description
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
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posted 2 months ago

Deputy Manager

Skywings Advisors Private Limited
experience2 to 7 Yrs
Salary2.5 - 4.5 LPA
location
Chennai
skills
  • casa sales
  • cross selling
  • current account
  • account opening
  • saving account
  • field sales
  • field work
  • banking sales
  • casa
Job Description
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.
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posted 0 days ago

Personal Banker Sales

SKILLVENTORY Hiring For One of the leading Bank
experience1 to 5 Yrs
location
Dindigul
skills
  • cross selling
  • current account
  • saving account
  • sales
  • casa
  • field sales
  • branch banking
  • casa sales
Job Description
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
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posted 3 weeks ago
experience1 to 5 Yrs
location
Coimbatore, Tamil Nadu
skills
  • CASA
Job Description
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,
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posted 3 weeks ago

Admission Officer

Rathinam International Public School
experience3 to 7 Yrs
location
Coimbatore, Tamil Nadu
skills
  • Sales cycle management
  • Opportunity qualification
  • Negotiation
  • Territory management
  • CRM
  • MRP
  • Accounting
  • Inventory management
  • HR management
  • Project management
  • Functional consulting
  • Lead management
  • Life insurance
  • Product demos
  • Sales targets achievement
  • Value proposition
  • Healthcare benefits
  • Dental benefits
  • Vision benefits
  • Flexible Spending Account FSA
  • Health Savings Account HSA
Job Description
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.,
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posted 6 days ago
experience3 to 6 Yrs
Salary5 - 12 LPA
location
Chennai
skills
  • acquisition
  • retail
  • casa
  • wealth
  • liablities
  • hni
Job Description
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
posted 4 days ago

Relationship Manager

YUNIC HR SOLUTIONS.
experience1 to 3 Yrs
Salary7 - 12 LPA
location
Chennai, Pondicherry+8

Pondicherry, Madurai, Salem, Coimbatore, Bangalore, Hyderabad, Chittoor, Agartala, Panaji

skills
  • relationship management
  • customer relationship
  • customer support
  • account opening
  • customer inquiries
Job Description
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
posted 2 months ago

Premier Acquisition Manager

AV Global Advisory Services
AV Global Advisory Services
experience3 to 5 Yrs
Salary4.0 - 6 LPA
location
Chennai
skills
  • wealth
  • casa
  • hni
Job Description
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
posted 2 months ago

Business Development Officer

AV Global Advisory Services
AV Global Advisory Services
experience1 to 5 Yrs
Salary1.0 - 4.0 LPA
location
Chennai
skills
  • casa
  • current account
  • casa sales
Job Description
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    
posted 5 days ago

Relationship Manager CASA

Synergy Plus Business Consulting Group Hiring For for a pvt Bank
Synergy Plus Business Consulting Group Hiring For for a pvt Bank
experience2 to 7 Yrs
Salary2.5 - 5 LPA
location
Chennai, Bangalore
skills
  • personal banking
  • relationship management
  • casa sales
  • rm
  • saving account
  • portfolio management
  • current account
  • branch banking
Job Description
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  
posted 5 days ago

Casa Sales Officer

ECH-AAR Manpower Solutions Hiring For Leading Bank
experience0 Yrs
Salary1.0 - 3.5 LPA
location
Madurai, Thirunelveli+3

Thirunelveli, Tiruchirappalli, Coimbatore, Erode

skills
  • savings accounts
  • graduate
  • direct sales
  • casa
  • field sales
  • sales
  • current account
  • bde
  • open market
  • fresher
Job Description
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
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