Retail Banking Jobs in India

Key ResponsibilitiesManage a Portfolio of Retail Banking Customers Through Phone, Video, Email, and Digital Channels.Build Long-term Customer Relationships and Act as the Primary Point of Contact for Banking Needs.Promote and Cross-sell Retail Banking Products such as Savings Accounts, Current Accounts, Fixed Deposits, Loans, Credit Cards, Insurance, and Investment Products.Conduct Periodic Customer Reviews to Identify Financial Needs and Recommend Suitable Solutions.Resolve Customer Queries and Service Requests Within Defined Timelines.Achieve Sales, Revenue, and Customer Satisfaction Targets.Ensure Compliance with Banking Regulations, Kyc Norms, and Internal Policies.Maintain Accurate Customer Records and Interaction History in Crm Systems.Support Customer Onboarding and Digital Banking Adoption Initiatives.Identify Opportunities to Deepen Customer Relationships and Increase Wallet Share.

We are looking for a dedicated Sales Officer to join our team in Goa. The ideal candidate will have 1 to 7 years of experience in sales and a passion for helping customers find the right solutions.Key Responsibilities:- Customer Engagement: Interact with customers to understand their needs, provide information, and offer suitable products or services, ensuring a high level of customer satisfaction.- Sales Strategy Implementation: Follow the companys sales strategies and processes to achieve personal and team targets, contributing to overall company growth.- Market Research: Conduct research to identify potential customers and market trends, enabling the team to adapt sales techniques and stay competitive.- Product Knowledge: Maintain a thorough understanding of the products or services being sold, allowing for effective communication of features and benefits to customers.- Reporting: Prepare and present sales reports to management, detailing performance metrics, forecasts, and required adjustments to strategies.Required Skills and Expectations:- Strong communication and interpersonal skills to build rapport with customers and team members.- Proven track record in sales, with the ability to meet and exceed targets consistently.- A proactive approach to problem-solving, emphasizing customer satisfaction and retention.- Basic proficiency in using CRM software or similar tools for tracking sales performance.- The ability to work in a fast-paced environment while maintaining attention to detail.- A willingness to learn and adapt, demonstrating a commitment to personal growth and development in the sales field.

- Credit Card Sales & Customer Acquisition . - Corporate Tie-ups & Lead Generation. - Field Sales & Relationship Management . - Achieve Monthly Sales Targets.- Complete KYC & Documentation.

As a Branch Relationship Manager based in the Delhi NCR area, you will play a vital role in managing client relationships and driving business growth for our branch. This position requires a proactive and dynamic individual with a strong understanding of banking services and customer needs.Key Responsibilities:- Client Relationship Management: Engage with clients to build and maintain strong relationships, understanding their needs and providing tailored solutions.- Sales and Revenue Generation: Identify opportunities for cross-selling and upselling banking products, contributing to the branch's revenue goals.- Customer Service Excellence: Provide high-quality service to clients, addressing their queries and concerns promptly and effectively.- Performance Tracking: Monitor key performance indicators and report on progress to ensure targets are met and maintained.- Collaboration with Teams: Work closely with various departments to ensure clients receive comprehensive support and seamless service.- Market Analysis: Stay updated on market trends and competitor activities to identify new business opportunities.Required Skills and Expectations:Candidates should have a minimum of 1 to 7 years of experience in a relationship management role, preferably within the banking or financial services sector. An MBA or PGDM degree is essential. Strong communication and interpersonal skills are crucial for establishing rapport with clients. The ideal candidate should be target-oriented, with an aptitude for sales and customer service. Additionally, they should possess strong problem-solving skills and the ability to work effectively in a team-oriented environment while managing individual responsibilities.

Key ResponsibilitiesDoctor Engagement Meet 10 doctors daily to promote products, gather feedback, and build strong professional relationships. Prepare thoroughly for each meeting to ensure effective communication and improved productivity.Work Schedule & Planning Follow 8-hour official working hours, balancing fieldwork, follow-ups, and administrative tasks. Work as per assigned HQ, Ex-HQ, and night halt schedule. Dedicate assigned days to individual working to achieve personal sales targets.

Hiring: Senior Business Development Head Location: Lower Parel Experience: 8-10 Years Industry: Pumps / Industrial Equipment / MEP / Water Management SolutionsCTC : 9- 12 LPAOur client is looking for a dynamic and strategic leader to drive national market expansion and revenue growth across India. This is a high-impact leadership role for someone who thrives in scaling businesses, building strong distribution networks, and leading high-performing teams.

Job Details:Role: Branch ManagerLocation: Delhi NCR / GurgaonExperience: Minimum 5 years (Insurance/Financial Services)Team Handling: At least 2 years (on paper)Salary: Minimum

As an Assistant Branch Manager, you will support the branch manager in daily operations and help ensure that the branch runs smoothly and efficiently. You will play a crucial role in managing staff, customer relations, and financial transactions.Key Responsibilities:- Assist in Daily Operations: Help manage daily branch activities to ensure excellent customer service and smooth processes.- Staff Training and Development: Support the training of new staff members to ensure they understand their roles and responsibilities.- Customer Engagement: Address customer inquiries and concerns to maintain high satisfaction levels and build strong relationships.- Sales Support: Assist in achieving sales targets by promoting branch services and products effectively to customers.- Supervise Transactions: Ensure that all financial transactions are handled accurately and efficiently, maintaining compliance with company policies.- Reporting: Compile and analyze reports on branch performance, helping the manager make informed decisions.To excel in this role, you should have a Bachelor's degree in Commerce or Engineering. A minimum of 1 to 3 years of experience in a similar role is expected. Strong leadership skills are essential, along with the ability to communicate clearly and effectively. You should be comfortable working in a fast-paced environment, be detail-oriented, and possess good problem-solving abilities. A customer-first attitude is crucial for building positive relationships and enhancing customer experiences.

Oversee the daily operations of the branch, ensuring compliance with all regulatory requirements and internal policies.support to ensure efficient branch functioning.Sales and Business Development:Develop and implement strategies to achieve branch targets for liability products (RD, FD, CASA, DDS).

Key Responsibilities:Generate new business opportunities in the manufacturing industryHandle customer pitching and product presentationsManage quotation preparation and price negotiationCoordinate with internal teams for smooth order processing and executionMaintain strong client relationships and ensure customer satisfactionAchieve sales targets and contribute to overall business growthConduct market research to identify new leads and opportunitiesSkills Required:Strong communication and negotiation skillsBasic understanding of manufacturing processes Good coordination and interpersonal skillsAbility to work independently and meet deadlines

A Branch Relationship Manager (BRM) is a key role within banks, financial institutions, and service-based companies, responsible for maintaining and growing customer relationships at the branch level. They focus on ensuring excellent service, sales performance, and customer satisfaction, often acting as the face of the branch for many clients.Key Responsibilities:Customer Relationship Management:Build and maintain strong, long-term relationships with new and existing clients.Understand clients financial needs and offer appropriate products and services (e.g., loans, savings accounts, credit cards).Provide personalized services to enhance customer satisfaction and retention.Sales and Business Development:Identify and pursue new business opportunities to meet sales targets.Cross-sell and up-sell banking products (such as mortgages, insurance, or investment products).Achieve branch sales goals and KPIs by engaging with both individual and business clients.Client Onboarding and Account Management:Assist clients in opening new accounts, ensuring compliance with all legal and regulatory requirements.Guide clients through the process of applying for loans, mortgages, and other banking products.Monitor clients' account activities and provide ongoing advice as needed.Service Excellence:Address and resolve customer complaints and issues promptly and efficiently.Ensure clients receive the highest level of service during their interactions with the branch.Act as a liaison between customers and other bank departments to fulfill clients needs.Team Collaboration & Training:Work closely with branch staff, including tellers, customer service representatives, and other managers, to ensure smooth branch operations.Provide guidance and training to junior staff on customer service best practices.Help ensure team members meet their targets by providing insights and support.Operational and Compliance Tasks:Ensure that all transactions and activities comply with internal policies, regulatory requirements, and industry standards.Oversee the accurate documentation and processing of transactions.Maintain up-to-date knowledge of banking products and market trends.Reporting & Performance Monitoring:Track and report on branch performance, including sales figures, customer satisfaction, and other KPIs.Provide feedback to branch management regarding branch performance, opportunities, and challenges.Required Skills:Strong Communication Skills:Ability to communicate clearly and persuasively with clients and internal teams.Sales and Negotiation Skills:Proven ability to sell banking products and services, with a focus on customer needs.Comfort with negotiating terms and conditions with clients.Customer-Centric Mindset:Strong commitment to providing excellent customer service.Ability to build trust with clients and offer solutions tailored to their financial needs.Analytical Skills:Ability to assess clients' financial positions and recommend the right products or services.Strong attention to detail when handling accounts and financial data.Leadership and Teamwork:Ability to lead by example and support branch staff to meet shared goals.Collaboration with other departments (e.g., operations, marketing) to ensure comprehensive customer service.Problem-Solving:Quick thinking and problem-solving ability to resolve customer issues effectively.Technical Proficiency:Familiarity with banking software and CRM tools.Competence in using office tools such as MS Office and any relevant banking platforms.Qualifications & Experience:Educational Background: Typically requires a bachelors degree in business, finance, economics, or a related field.Experience: At least 2-3 years of experience in banking, finance, or customer relationship management. Previous experience as a relationship officer, sales officer, or personal banker is highly valued.Certifications: Some roles may require certifications in finance or banking.Work Environment:Branch Relationship Managers work at bank branches, and may be required to work flexible hours, including weekends, depending on branch hours.They often work in a team environment, reporting to the Branch Manager or Regional Manager.In summary, the role of a Branch Relationship Manager is crucial for driving business growth, ensuring customer satisfaction, and maintaining strong relationships with clients. The job requires a combination of sales, customer service, and leadership skills, along with the ability to meet sales targets and comply with regulatory guidelines.

Job Title Associate Manager-Acquisition (Savings Account)Place of work ChennaiBusiness Unit - Retail Banking Function -Branch BankingJob Purpose:The role entails direct customer interaction and is responsible for business acquisition of savings accounts for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals. Roles & Responsibilities:Key / Primary Responsibilities of the Role - List the primary deliverables Acquisition of NTB Savings account customers in the identified segment and reference generation from the specified catchment areao Ensure acquisition of high quality savings accounts in terms of product mix, segments and constitution mix Proactive registration and activation of acquired customers to direct banking channels Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer Assist and support the Sales Manager in catchment mapping and scoping exercise Provide regular feedback to SM / RM on opportunities and customer needs Ensure adherence to selling norms and SOPs defined by the organization Ensure strict compliance with internal guidelines and external regulations Ensure quality sourcing in line with the Bank's policy Secondary Responsibilities - List the deliverables other than primary, but essential for the role High degree of market awareness and understanding of customer's needs Collaborate with other branch departments and functions to provide products and service offerings to the customer to ensure customer centricityExperience:Minimum Number of Years - 1-4 yearsIndustry BFSIFunctional Area Sales

Job Title: CASA Business Development Manager (BDM)Company: IndusInd BankLocation: Nagpur, MaharashtraExperience RequiredMinimum 1 year experience in Banking or NBFCCASA sales experience mandatoryJob ResponsibilitiesSaving Account & Current Account (CASA) acquisitionField sales activities and new customer onboardingAccount opening, KYC & documentation processMonthly CASA targets achieve karnaBranch team ke saath coordination & daily reportingSalary & IncentivesCTC: 2.25 LPA 4.50 LPAIncentive: Upto 1,00,000 (performance based)Candidate RequirementsBanking / NBFC backgroundField sales experienceGood communication skillsLocal area knowledgeTwo-wheeler preferredImmediate / short notice joiners preferredContact for Interview Call / WhatsApp: 7709767841

Key Responsibilities1. Business Development & SalesIdentify and develop new business opportunities through networking, cold calling, and market researchGenerate leads and convert them into customersDevelop and execute strategic sales plans to achieve targetsPrepare and deliver presentations to prospective clients2. Client Relationship ManagementBuild strong relationships with new and existing clientsUnderstand client needs and provide suitable solutionsEnsure high levels of customer satisfaction and retention3. Market Research & AnalysisConduct market research to identify trends, competitors, and potential clientsAnalyze market conditions and adapt strategies accordinglyProvide feedback to management on industry developments4. Proposal & Contract ManagementPrepare proposals, quotations, and contractsNegotiate terms and close deals with clientsEnsure compliance with company policies and legal requirements5. Collaboration & CoordinationWork closely with marketing, operations, and finance teamsCoordinate with internal stakeholders to ensure smooth delivery of servicesParticipate in team meetings and strategy discussions6. Reporting & Performance TrackingMaintain records of sales activities and client interactionsTrack progress against targets and prepare reportsSuggest improvements for business development processes

We are looking for candidates who have experience in BFSI as a branch manager, having 5 years of experience in total with 2 years in team handlingThe person will get a 30-35 % hike in current CTC.