Bank Manager Jobs

A Bancassurance Sales Manager drives insurance product sales through banking partner networks by managing partner relationships, hitting revenue targets, and training bank staff. Role OverviewBancassurance involves selling insurance policies life insurance through a partner banks branch network. As a Sales Manager, you act as the bridge between the insurance company and the partner bank. Key Responsibilities Relationship Management: Build strong, daily working bonds with bank branch managers, tellers, and relationship officers to promote insurance offerings. Sales Target Achievement: Drive cross-selling and up-selling of insurance policies to the banks existing and walk-in customer base to meet monthly and annual business goals. Staff Training: Train bank employees on insurance products, sales pitches, and regulatory guidelines so they can confidently recommend policies. Lead Conversion: Assist bank staff in closing high-value sales, conducting joint client meetings, and processing customer leads efficiently. Operations and Service Support: Coordinate with internal operations teams to ensure smooth policy issuance, renewals, and claims registration for bank clients. Requirements and Qualifications Education: A bachelor's degree in any discipline (an MBA in marketing or finance is often preferred). Experience: 1 to 6 years of proven experience in Life Insurance) sales, specifically in bancassurance or life insurance. Skills: Strong communication, negotiation, interpersonal abilities, and comfort working toward strict sales metrics.

Regional Audit Manager - DelhiAge Limit - Above 1991Role Task ListPhase-11. To manage a team of junior CAs or semi qualified staff and carry out a review of workingsand reports prepared by them in the field of stock audits, Agency for specializedmonitoring, Lenders Independent Engineer, Technoeconomic Viability Studies and BankAudits.2. To discuss the above reports with senior officials of the company and the bank for itsupdation and finalization. To direct the team to perform the tasks required for updation ofreport.3. To coordinate access the ERP of the Company - SAP, Tally for extracting reports like GL LineItems, Vendor Line Items, Debtors Ledger, Bank Ledgers, Trial Balance, Provisional Financialsetc. and send the reports with respective trackers to central analyst team.4. To coordinate on site verification of ledgers, statements, vouchers and supplementaryrecords as per instruction of analysts.5. To coordinate with regional office and central office analyst teams with updates on the datareceived, data pending, verification planned and verification done.6. To read the report and discuss with mid level officials at company for pending data points toaddress their queries/ requests for updation.7. To discuss the report with mid-level officials at the bank to understand their updationrequirements. To discuss on the data points required for same and take their help in gettingthe same form company.Phase - 28. To have excellent knowledge of excel so that workings in structured formats with respectto financial statements, bank statements, secretarial data can be made.9. To have excellent knowledge of MS Word and Adobe PDF.10. To maintain various trackers designed by management in excel for the above purposes andshare updates with respect to the same on various Whatsapp groups maintained by thecompany.11. Drafting letters and replies to mails, attending calls in respect of above matters.12. Usage of Gmail, Internet Explorer, MS Word.

Hiring Account Manager for 200 bedded multispeciality hospital in Cooch Behar West Bengal.Qualification - B com / M.Com / other certificate professional courses Experience - 5 + years of experience.Salary - Negotiable + other perks & benefits + AccommodationContact - Dr Shivram - 7503878618Please share this job opportunity with juniors, Seniors and in Account Manager whatsapp groups

Banking Officer - Axis BankCompany: Axis BankDesignation: Banking Officer / OfficerDepartment: Branch Banking / Retail BankingKey Responsibilities:Handle customers visiting the branch.Open and maintain savings/current accounts.Assist customers with banking products and services.Handle KYC and account-related documentation.Generate leads for CASA, loans, credit cards, insurance and other banking products.Cross-sell suitable banking products.Resolve customer queries and provide service support.Maintain daily reports and branch records.Achieve assigned business and sales targets where applicable.Follow bank policies, KYC requirements and compliance procedures.Eligibility:Graduate in any discipline.Freshers can be eligible for certain entry-level Axis Bank programs.Good communication and customer-handling skills.Basic computer knowledge.For field-sales-oriented positions, a two-wheeler and valid driving licence may be required. Axis Bank's current Sales Academy, for example, requires these for its Officer-Sales-I pathway.Skills Required:Communication skillsCustomer serviceSales & negotiationBasic banking knowledgeMS Office/computer skillsTarget orientationLocal-area knowledgeCareer Growth:Banking Officer Senior Officer Assistant Manager Deputy Manager Branch/Relationship Manager, depending on the role and performance.

GST Execution, TDS Compliances, Bank Compliances Resolve all Finance related queries i.e Insurance Compliance, Provisional & Projected Financial Statement, Billing, Payment Receivable, Statutory & Internal Auditor Compliances, team handling exposerRequired Candidate profileCA/CA-inter - Experience in education sector -Revenue (Fees,income on investment) &Expenditure Accounting, Managing Fess Collections, Internal Reconciliation of Branches & Banks.

Banking Officer - Axis BankCompany: Axis BankDesignation: Banking Officer / OfficerDepartment: Branch Banking / Retail BankingKey Responsibilities:Handle customers visiting the branch.Open and maintain savings/current accounts.Assist customers with banking products and services.Handle KYC and account-related documentation.Generate leads for CASA, loans, credit cards, insurance and other banking products.Cross-sell suitable banking products.Resolve customer queries and provide service support.Maintain daily reports and branch records.Achieve assigned business and sales targets where applicable.Follow bank policies, KYC requirements and compliance procedures.Eligibility:Graduate in any discipline.Freshers can be eligible for certain entry-level Axis Bank programs.Good communication and customer-handling skills.Basic computer knowledge.For field-sales-oriented positions, a two-wheeler and valid driving licence may be required. Axis Bank's current Sales Academy, for example, requires these for its Officer-Sales-I pathway.Skills Required:Communication skillsCustomer serviceSales & negotiationBasic banking knowledgeMS Office/computer skillsTarget orientationLocal-area knowledgeCareer Growth:Banking Officer Senior Officer Assistant Manager Deputy Manager Branch/Relationship Manager, depending on the role and performance.

Banking Officer - Axis BankCompany: Axis BankDesignation: Banking Officer / OfficerDepartment: Branch Banking / Retail BankingKey Responsibilities:Handle customers visiting the branch.Open and maintain savings/current accounts.Assist customers with banking products and services.Handle KYC and account-related documentation.Generate leads for CASA, loans, credit cards, insurance and other banking products.Cross-sell suitable banking products.Resolve customer queries and provide service support.Maintain daily reports and branch records.Achieve assigned business and sales targets where applicable.Follow bank policies, KYC requirements and compliance procedures.Eligibility:Graduate in any discipline.Freshers can be eligible for certain entry-level Axis Bank programs.Good communication and customer-handling skills.Basic computer knowledge.For field-sales-oriented positions, a two-wheeler and valid driving licence may be required. Axis Bank's current Sales Academy, for example, requires these for its Officer-Sales-I pathway.Skills Required:Communication skillsCustomer serviceSales & negotiationBasic banking knowledgeMS Office/computer skillsTarget orientationLocal-area knowledgeCareer Growth:Banking Officer Senior Officer Assistant Manager Deputy Manager Branch/Relationship Manager, depending on the role and performance.

Banking Officer - Axis BankCompany: Axis BankDesignation: Banking Officer / OfficerDepartment: Branch Banking / Retail BankingKey Responsibilities:Handle customers visiting the branch.Open and maintain savings/current accounts.Assist customers with banking products and services.Handle KYC and account-related documentation.Generate leads for CASA, loans, credit cards, insurance and other banking products.Cross-sell suitable banking products.Resolve customer queries and provide service support.Maintain daily reports and branch records.Achieve assigned business and sales targets where applicable.Follow bank policies, KYC requirements and compliance procedures.Eligibility:Graduate in any discipline.Freshers can be eligible for certain entry-level Axis Bank programs.Good communication and customer-handling skills.Basic computer knowledge.For field-sales-oriented positions, a two-wheeler and valid driving licence may be required. Axis Bank's current Sales Academy, for example, requires these for its Officer-Sales-I pathway.Skills Required:Communication skillsCustomer serviceSales & negotiationBasic banking knowledgeMS Office/computer skillsTarget orientationLocal-area knowledgeCareer Growth:Banking Officer

Job DescriptionPosition: General ManagerDepartment: Finance & AccountsLocation: Faridabad, HaryanaExperience: 15-20 Years (Manufacturing Industry Preferred)Qualification: CA / CMA (Preferred) or MBA (Finance) / M. Com with relevant experience.

Role Task ListPhase-11. To manage a team of junior CAs or semi qualified staff and carry out a review of workingsand reports prepared by them in the field of stock audits, Agency for specializedmonitoring, Lenders Independent Engineer, Technoeconomic Viability Studies and BankAudits.2. To discuss the above reports with senior officials of the company and the bank for itsupdation and finalization. To direct the team to perform the tasks required for updation ofreport.3. To coordinate access the ERP of the Company SAP, Tally for extracting reports like GL LineItems, Vendor Line Items, Debtors Ledger, Bank Ledgers, Trial Balance, Provisional Financialsetc. and send the reports with respective trackers to central analyst team.4. To coordinate on site verification of ledgers, statements, vouchers and supplementaryrecords as per instruction of analysts.5. To coordinate with regional office and central office analyst teams with updates on the datareceived, data pending, verification planned and verification done.6. To read the report and discuss with mid level officials at company for pending data points toaddress their queries/ requests for updation.7. To discuss the report with mid-level officials at the bank to understand their updationrequirements. To discuss on the data points required for same and take their help in gettingthe same form company.Phase - 28. To have excellent knowledge of excel so that workings in structured formats with respectto financial statements, bank statements, secretarial data can be made.9. To have excellent knowledge of MS Word and Adobe PDF.10. To maintain various trackers designed by management in excel for the above purposes andshare updates with respect to the same on various Whatsapp groups maintained by thecompany.11. Drafting letters and replies to mails, attending calls in respect of above matters.12. Usage of Gmail, Internet Explorer, MS Word, MS Excel, Adobe PDF.Skills and Knowledge1. Mandatory Chartered Accountant - Excellent knowledge of practical auditing, finance andbanking.2. Mandatory Expert and Rich Past Experience of ASM, Stock Audits, Financial Modelling,Lenders Independent Engineer Reports and all Bank Advances related work.3. Mandatory Rich Past Experience of Bank Auditing along with a robust conceptualknowledge.4. Excellent and clear communication skills.5. Experience of auditing EPC companies6. Accessing SAP and extracting reports from the same GL Line Items, Vendor Line Items, TrialBalance, Provisional Financials etc.7. Accessing Tally and extracting reports from the same.8. Advanced PDF Skills merging, compressing, extracting pages, reducing size etc9. Word Skills Font, Alignment, Line Spacing, Para Spacing10. Excel Skills Pivot Table, Excel Table, Sorting, Filtering11. Communication Skills12. Telephonic SkillsAttitude1. Managerial skills to coordinate and manage a team of 1-5 people.2. Energetic and Willing to Travel Around to various locations in and around the state.3. Organized and Systematic Workstyle.4. High Level of Persistence and Polite but effective Persuasion Skills.

Job Openings for 1 Account Manager Job with minimum 10 Years Experience in Sector 27, Faridabad, having Educational qualification of : B.Com, M.B.A/PGDM, M.Com, I.C.W.A with Good knowledge in Tally, Book Keeping, Income Tax, Treasury, Taxation, Time Management, TDS, Bank Reconciliation, Tally ERP, Tax Audit, Accounts Finalisation, Balance Sheet, Bank Accounting, Tally Software, GST Return, Banking Finance, Communication Skills, princess software etc.

A Bancassurance Sales Manager drives insurance product sales through banking partner networks by managing partner relationships, hitting revenue targets, and training bank staff. Role OverviewBancassurance involves selling insurance policies life insurance through a partner banks branch network. As a Sales Manager, you act as the bridge between the insurance company and the partner bank. Key Responsibilities Relationship Management: Build strong, daily working bonds with bank branch managers, tellers, and relationship officers to promote insurance offerings. Sales Target Achievement: Drive cross-selling and up-selling of insurance policies to the banks existing and walk-in customer base to meet monthly and annual business goals. Staff Training: Train bank employees on insurance products, sales pitches, and regulatory guidelines so they can confidently recommend policies. Lead Conversion: Assist bank staff in closing high-value sales, conducting joint client meetings, and processing customer leads efficiently. Operations and Service Support: Coordinate with internal operations teams to ensure smooth policy issuance, renewals, and claims registration for bank clients. Requirements and Qualifications Education: A bachelor's degree in any discipline (an MBA in marketing or finance is often preferred). Experience: 1 to 6 years of proven experience in Life Insurance) sales, specifically in bancassurance or life insurance. Skills: Strong communication, negotiation, interpersonal abilities, and comfort working toward strict sales metrics.

A Bancassurance Sales Manager drives insurance product sales through banking partner networks by managing partner relationships, hitting revenue targets, and training bank staff.Role OverviewBancassurance involves selling insurance policies life insurance through a partner bank

A Bancassurance Sales Manager drives insurance product sales through banking partner networks by managing partner relationships, hitting revenue targets, and training bank staff. Role OverviewBancassurance involves selling insurance policies life insurance through a partner bank

Job Title: Branch Manager Location: AhmedabadPosition Overview:We are seeking an experienced and dynamic Branch Manager to lead and oversee branch operations, drive business growth, and ensure an exceptional customer experience. This role requires strong leadership, strategic planning, and a deep understanding of banking operations to achieve business objectives effectively.Key Responsibilities:Operational Management: Supervise and manage daily branch activities while ensuring compliance with company policies and regulatory guidelines.Business Development: Drive sales and revenue growth by identifying opportunities and implementing strategies to meet branch targets.Team Leadership: Lead, mentor, and motivate branch staff, fostering a high-performance and customer-centric culture.Customer Relationship Management: Build and maintain strong relationships with clients, ensuring satisfaction and retention.Performance Monitoring: Analyze branch performance reports, prepare forecasts, and implement improvement plans.Compliance & Risk Management: Ensure strict adherence to audit, compliance, and risk protocols.Stakeholder Engagement: Act as the key liaison for local clients, community stakeholders, and corporate management.Required Qualifications & Skills:Experience: Minimum 5 years in banking, with at least 2 years in a leadership or Branch Manager role.Strong knowledge of banking products, financial services, and regulatory compliance.Excellent leadership, communication, and decision-making skills.Proven ability to drive business growth and manage customer relationships effectively.Proficiency in MS Office and familiarity with core banking systems.

GST Execution, TDS Compliances, Bank Compliances Resolve all Finance related queries i.e Insurance Compliance, Provisional & Projected Financial Statement, Billing, Payment Receivable, Statutory & Internal Auditor Compliances, team handling exposerRequired Candidate profileCA/CA-inter - Experience in education sector -Revenue (Fees,income on investment) &Expenditure Accounting, Managing Fess Collections, Internal Reconciliation of Branches & Banks.

Keeping accounts of Debtors and Creditors Trial Balance and Profit and Loss- General entries of Purchase, Sales, Expenses, Other Income Purchase of Fixed Assets- Updating multiple trackers on regular basis and maintaining- GST Reconciliation- Maintain Books of Accounts.- Cash Books maintain and Cash Report Send to corporate office daily Basis.- Reconciliation receivables & payable accounts- Maintain All Accounting voucher entry,- Maintain Bank Reconciliation and Reconciliation of Debtors & Creditors,