
Retail Liabilities Banker
3 days ago
Banker on Wheel
- 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, and progress with the supervisor.
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Retail Banker
7 days ago
Chennai, Tamil Nadu, India KRKS TRAVELS PRIVATE LIMITED Full timeProven experience as a retail banker or similar role; sales or customer service experience is a plus Knowledge of retail banking rules and procedures Working knowledge of banking software and MS Office Patience and problem-solving ability Customer-oriented attitude Outstanding communication skills **Job Types**: Full-time, Permanent, Fresher Pay:...
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Apply Now! Banker On Wheel
4 weeks ago
Chennai, Tamil Nadu, India Equitas Small Finance Bank Full timeRole Description This is a full-time on-site role located in Chennai for a new project role BDO Equitas Express - Banker on wheels The biker service will be provided primarily for 4 segments Senior Citizen High residential flat association Salaried professionals Women within Chennai The person will be responsible for driving business will leverage...
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Personal Banker
1 week ago
Chennai, Tamil Nadu, India LATS SOLUTIONS Full time**Join Our Team! Hiring for Personal Banker** **Location**: Base Branch **Experience**: 3+ years in Banking **Designation**: Personal Banker (AM/DM) **Travel Requirement**: Extensive **Key Responsibilities**: Acquire new high-value customers & manage existing relationships Cross-sell banking products (CASA, FD, TD, TPP, Assets, Insurance) Ensure seamless...
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Banker-authorizer
1 week ago
Chennai, India Forte Consulting Full time**Role - Bank Authorizer** **Job Description**: The role entails providing best in-class customer service to become their banking partner of choice through efficient and cost effective customer engagement. The role bearer would be responsible for client engagement, customer service, operations, liability build up, cross sales at the designated branch and...
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Retail Health Underwriter
2 weeks ago
Chennai, Tamil Nadu, India bajajallianz Full time**Risk Management** - Assess risk parameters associated with various health products as per defined underwriting guidelines to ensure coverage of future liabilities and minimization of loss ratios for BAGIC’s retail health and PA business - Provide underwriting inputs for the allocated cases in the scrutiny policy processing module - Support the team in...
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Hiring For Branch Manager
2 weeks ago
Chennai, India Skill Ventory Full timeRoles and Responsibilities Identifying goals set for the branch and streamlining the same in order to achieve the branch targets. Taking initiative in driving the CASA value and Retail Assets of the branch and to increase other income Maintaining and monitoring MIS’s of value attrition and addition, TPP sales, profitable customer base diligently and taking...
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Banker on Wheel
1 day ago
Branch Banking>Rest of India >Karnataka>Karnataka>Bangalore >Bangalore >Karnataka>>H S R layout Equitas Small Finance Ltd Full time ₹ 6,00,000 - ₹ 12,00,000 per yearBanker on Wheel Role Category Parameters Parameter Weight % Metro Urban SU Rural BDO Quantitative Parameters CASA Units % NA NA NA NA BDO Quantitative Parameters CA AMB % NA NA NA NA BDO Quantitative Parameters SA AMB % NA NA NA NA BDO...
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Chennai, Tamil Nadu, India Axis Bank Full timeAbout Third Party Products The Third Party Product team responsible for managing all the revenue streams from all Non-Core banking products for the Bank About the Role The IPG General Insurance Product Team member is responsible for managing the Non Life Revenue line for the Liability sales team The role will encompass the following The Product team is also...
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Chennai, Tamil Nadu, India Kotak Life Insurance Full time ₹ 9,00,000 - ₹ 12,00,000 per yearAbout The Role Job Role:- Enhancement of Deposit pool from Customers " Establishing standards and delivery of service " Sale of non-deposit products. Cross selling targets progressively " Sale of MF and Insurance products " Fee Income " Branch Administration " Regulatory Compliance " Manage productivity and overall morale of branch team members " Overall...
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Universal Banker
47 minutes ago
Chennai, Tamil Nadu, India Standard Chartered Full timeJob ID: 36954 Location: Chennai, IN Area of interest: Retail Banking Job type: Regular Employee Work style: Office Working Opening date: 24 Sept 2025 **Job Summary** - Deliver quality service while carrying out the following transactions among others for customers: - Cash deposits - Cash withdrawals - Demand draft/pay order instructions - accepting...