Relationship Officer Branch Banking

16 hours ago

Lucknow, India AU Small Finance Bank Full time

Open Positions:

Role & Responsibilities:

  • Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs)
  • Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets.
  • Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base.
  • Responsible for acquiring new customers through multiple channels campaigns (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industry
  • Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities.
  • Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers.

Preferred Candidate Profile:

  • 1 - 3 years of experience in Field Sales (Liability / Insurance sales preferred)
  • Selling skills, good communication skills, fluently speaks and understands local language.
  • Customer service attitude, Negotiation & Relationship building Skills.
  • Ability to convince the customers
  • Ability to work under pressure

  • Relationship Officer Branch Banking

    2 weeks ago

    Lucknow, Uttar Pradesh, India AU Small Finance Bank Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Open Positions:Role & Responsibilities:Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs)Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets.Ensure...

  • Branch Relationship Officer

    5 days ago

    Lucknow, Uttar Pradesh, India Archbridge Capital Pvt Limited Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company DescriptionWe suggest you enter details hereRole DescriptionThis is a full-time on-site role for a Branch Relationship Officer located in Lucknow. The Branch Relationship Officer will be responsible for managing and enhancing relationships with clients, providing excellent customer service, and ensuring that all clients' finance-related needs are met...

  • Branch Relationship Officer

    14 hours ago

    Lucknow, India Archbridge Capital Pvt Limited Full time

    Company Description We suggest you enter details here Role Description This is a full-time on-site role for a Branch Relationship Officer located in Lucknow. The Branch Relationship Officer will be responsible for managing and enhancing relationships with clients, providing excellent customer service, and ensuring that all clients' finance-related needs are...

  • Activation Officer-branch Banking-cms

    1 week ago

    Lucknow, India Kotak Mahindra Full time

    Global Transaction Services Group is the Product & Sales Support function that provides product expertise to the various segments of Kotak Bank, spanning Consumer Bank, Commercial Bank and Wholesale Banking divisions. Products range from to cash management (payment & collections solutions, escrow services & dividend business to trade finance (import...

  • Relationship Banking Head

    2 weeks ago

    Lucknow, Uttar Pradesh, India Prudent Solutions Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Candidate will be responsible to manage a Team of RMs for a Bank Branch. Wealth RM with 10 Years experience required with good communication skills. Should have local experience and should be from Banking or Wealth Management Background .

  • Relationship Banking Head

    17 hours ago

    Lucknow, India Prudent Solutions Full time

    Candidate will be responsible to manage a Team of RMs for a Bank Branch. Wealth RM with 10 Years experience required with good communication skills. Should have local experience and should be from Banking or Wealth Management Background .

  • Branch Manager-Gold Loan

    5 days ago

    Lucknow, Uttar Pradesh, India Sbfc Finance Full time

    Job DescriptionRoles and ResponsibilitiesA Branch Manager (Gold Loan)manages branch operations, drives gold loan business growth through strategic sales and marketing, leads and trains the staff to meet targets, ensures regulatory compliance, and builds strong customer and value relationships while maintaining the profitability and quality of the branch's...

  • Investment Counsellor

    5 hours ago

    Lucknow, Uttar Pradesh, India Kotak Mahindra Full time

    **Investment Specialist -** **Grade - M4/M5** Job Role Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area Penetration of client base for creating new investors in MF / investments from existing client base Increase in (investments products) productivity of Phone Banking...

  • Relationship Managers, Accounts Executives, BRANCH MANAGERGold Loan

    2 weeks ago

    Lucknow, Uttar Pradesh, India Shriram Finance Limited Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Company DescriptionShriram Finance Limited is the largest retail Non-Banking Financial Company (NBFC) in India, providing credit solutions for commercial vehicles, two-wheeler loans, car loans, home loans, gold loans, personal and small business loans. As part of the reputable 50-year-old Shriram Group, Shriram Finance has made significant strides in...

  • Relationship Managers, Accounts Executives, BRANCH MANAGERGold Loan

    16 hours ago

    Lucknow, India Shriram Finance Limited Full time

    Company Description Shriram Finance Limited is the largest retail Non-Banking Financial Company (NBFC) in India, providing credit solutions for commercial vehicles, two-wheeler loans, car loans, home loans, gold loans, personal and small business loans. As part of the reputable 50-year-old Shriram Group, Shriram Finance has made significant strides in...