CASA - Personal Banker

Deputy Manager CASARelationship Officer Gold LoanPersonal Banker (PB)Premium Acquisition Manager (PAM)Business Development Officer (BDO)Key ResponsibilitiesSource and service CASA accounts; cross-sell FD/RD, cards, insurance, investmentsComplete KYC/AML , account opening, and service requestsManage daily branch ops with RM/BM; handle walk-ins inbound...

Dear All,Greetings from Equitas Bank,We are conducting a Mega Walkin - Drive @ Ashok Nagar for different types of roles in our organization.Interested candidate can direct Walkin at below mentioned address.Roles:Relationship Manager Branch BankingPersonal Banker Branch BankingPremium Acquisition ManagerDeputy Manager - Current AccountSales Officer - Gold...

Position Title: CASA - Sales OfficerGrade: Executive / Sr. ExecutiveReport To: Branch Head/Branch Sales ManagerJob Purpose: To acquire CASA, RTD and cross sell multiple banking products.Key Accountability: The key accountability of the Sales Officer is to acquire new clients around the branch catchment area, build relationship, build Liability Book &...

Premier Acquisition Manager CASA/ BB / GRA - RL SalesWalkin Drive on 15th Sep 25 (Monday)Grade: M1/M2Acquisition of customers through group companies.Managing the leads to be assigned to him for the proper execution and opening of Accounts in the prescribed TATs.Selling TPP and Generating Revenue.Building CASA book size. Job Requirement-Good coordinator with...

Train and Manage Sales Manager and Executive Team.Generate Home Loan, Auto Loan, Credit Card, CASA etc. leads from open markets and through different channels.Develop and maintain relationships with clients for repeat business and referral/s.Implement and develop sales activities to achieve the target and arrange loan/CASA/Credit Cards events.Handle product...

Relationship ManagerKey Responsibilities :Client Handling: Manage a portfolio of affluent / platinum customers (typically HNI with high deposits, CASA balances, investments, and banking product usage).Portfolio Growth: Deepen customer relationships by cross-selling banking products CASA, term deposits, insurance, mutual funds, credit cards, loans,...

Role & responsibilities:Client Acquisition:Identify, target, and onboard new HNI clients for CASA products through referrals, networking, and market intelligence.Achieve monthly and quarterly acquisition and balance build-up targets.Relationship Management:Maintain and strengthen long-term relationships with existing elite customers through regular...

Handling full set of accounts and perform month end closing in a timely manner.Prepare bank reconciliation and monitor daily bank balances.Prepare monthly management reports and other accounts related matters.Assist in audit and tax preparation.Liaise with external parties on auditing, tax, secretarial matters, bankers, suppliers & etc.Maintain journal...

Job PurposeThe role requires Managing, Monitoring & Mentoring a team of Front-line Sales Officers involved in sourcing Current & Savings accounts in a defined branch catchment of the Bank. It will require scaling up the retail branch banking franchise to achieve CASA NTB liability Nos & Value targets assigned for the branch.. Person is accountable to ensure...

Company DescriptionNJ Macson is led by a team of senior bankers with extensive experience in Corporate Finance, Commercial Banking, Investment Banking, and Private Wealth Management. Acting as an advisory board, NJ Macson provides unbiased perspectives to facilitate effective wealth creation. Our family office services in Chennai manage assets and...