Banking Officer Job Vacancies in Maharashtra

Key ResponsibilitiesBranch Operations & Customer Service ManagementOversee day-to-day branch operational processes, cash management, clearing operations, and general ledger maintenance.Address and resolve escalations from high-net-worth (HNI) and retail clients, ensuring top-tier service standards and fast query resolution.Manage account opening verification, service requests, locker operations, and electronic fund transfers (NEFT/RTGS/IMPS).Cross-Selling & Business GrowthDrive portfolio penetration by identifying cross-sell opportunities within the existing branch customer base.Promote retail financial products, including Savings & Current Accounts (CASA), Fixed Deposits, Loans, Credit Cards, Mutual Funds, and Insurance.Support Branch Managers and team members in achieving monthly and quarterly operational and business targets.Compliance, Risk & Audit AdherenceMaintain full compliance with KYC, AML (Anti-Money Laundering), and RBI regulatory mandates.Ensure the branch stays fully compliant during internal, concurrent, and regulatory audits with zero high-risk observations.Perform regular verification of customer documentation, signature updates, and mandatory record archiving.Team Leadership & Administrative CoordinationGuide, coach, and supervise frontline desk staff and customer service executives.Monitor daily operation metrics, turn-around times (TAT), and service error logs to drive operational efficiencies.

We are looking for an Operation Officer to manage day-to-day operations in our Nagpur office. The ideal candidate will have 2 to 5 years of experience and a graduate degree, demonstrating strong organizational and communication skills.Key Responsibilities:1. **Process Management**: Oversee and optimize operational processes to enhance efficiency and productivity. This includes identifying bottlenecks and implementing solutions to streamline workflows.2. **Team Coordination**: Collaborate with different teams to ensure that operations are running smoothly. The role involves facilitating communication between departments to achieve common goals.3. **Data Management**: Maintain and analyze operational data to generate reports. You will be responsible for tracking performance metrics and making data-driven recommendations for improvements.4. **Compliance Monitoring**: Ensure that all operations adhere to company policies and regulatory requirements. Staying updated on compliance standards is crucial for this role.5. **Problem Solving**: Address any operational issues that arise by identifying root causes and applying appropriate remedies. Strong analytical skills are essential for troubleshooting effectively.Required Skills and Expectations:Candidates should possess strong organizational abilities and attention to detail. Excellent communication skills are necessary to work with various teams effectively. A proactive approach to problem-solving is crucial, as is the ability to adapt to changes within a fast-paced environment. A graduate degree and relevant experience in operations management are required for this role.c

Job DescriptionRoles & Responsibilities:Key / Primary Responsibilities of the role- Acquisition managerAcquisition of NTB Savings/ Current account customers in the identified segment and reference generation from the specified catchment areaEnsure acquisition of high-quality savings accounts in terms of product mix, segments and constitution mixProactive registration and activation of acquired customers to direct banking channelsMeet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customerAssist and support the Sales Manager in catchment mapping and scoping exerciseProvide regular feedback to SM / RM on opportunities and customer needsEnsure adherence to selling norms and SOPs defined by the organizationEnsure strict compliance with internal guidelines and external regulationsEnsure quality sourcing in line with the Bank's policy.

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).

Banking Officer to manage and execute merchant banking transactions, including public issues, rights issues, and buybacks. The ideal candidate will have strong analytical and communication skills.

WE ARE HIRING..Company : Yes BankJob Location : Airoli, MumbaiDesignation : Phone Banking OfficerProcess : Outbound Voice Process (Insurance Sales)Qualification : Graduation Experience : 1 to 5 yearsMax age 35 yearsSalary : 18,000 - 29000 Monthly + Other BenefitsJob Role & Responsibilities:-1. Will have to handle calls of the yes bank.2. Solving the queries of the existing customer of yes bank.3. Have to maintain good and healthy relation with the customers.4. Have to pitch them about the banking products.(Insurance)5. This process will be a domestic outbound voice process.Regards,Krupali KambliHR Executive - 9653145058Plada Infotech Service Limited

Job Title- Phone Banking OfficerJob Role - Selling of life insurance through calling ,Data is Provided by the company .Salary- Max 3LPA to 3.25 LPAQualification - GraduationAge -Max-30Location - Mumbai, PuneInterested Candidate Can Share Resume on 8126101397

We have vacant of 25 Bank Officer Jobs in Delhi, Kolkata, Indore, Mumbai, for Freshers Educational Qualification : B.A, B.C.A, B.B.A, B.Com Skill Banking Sales, Banking Finance, Corporate Bank, Banking Assistant etc.

Sales Officer Job Description:We are seeking a highly motivated and results-driven Sales Officer to join our sales team. The Sales Officer will be responsible for achieving sales targets, building and maintaining customer relationships, and promoting our products and services to potential clients. The ideal candidate should have excellent communication skills, a strong sales acumen, and the ability to work effectively in a fast-paced environment.Responsibilities:- Develop and implement sales strategies to achieve sales targets- Identify and pursue new business opportunities

Company Name - India First life Insurance CompanyProfile - Phone Sales ManagerJob Role - Selling of life insurance through callingData and leads are provided by the companyLocation - Kolkata , Ahmedabad , Pune , Hyderabad

Job Role: You will be acquiring CASA/salary account customers from open market then you will be cross selling them other banking products like FD, Insurance, Credit Cards & Loans etc. Job Mandates: Must have own two-wheeler and all valid documents. Good communication skills. Must be mini. Graduate (No backlog or result awaited).Willingness to travel and meet the customers in the open market.

Area/ Geography Mapping.Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle.Knowledge, Skills & Functional Competency Knowledge of the entire geography.Ability to plan and map the allocated geography into areas/lane to lane.Ability to use tools and resources to identify potential sources.Source Relationship Management. Responsible for managing the relationship with all sources assigned and identified by him in his geography/area.Knowledge Skills & Functional Competency Ability to understand the potential and ensure the expected LSR, SLR and MS of the source.Knowledge and ability to use various tools which can be utilized to improve relationship and ratios.Maintain ReportsResponsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities.Knowledge, Skills & Functional CompetencyKnowledge of various reports to be maintained Ability to capture data in the prescribed formatAbility to understand and perform all functions of diaryChannel Partner RecruitmentResponsible for identification of channel partnersKnowledge, Skills & Functional CompetencyKnowledge of BSA empanelment process.Ability to identify the potential channel partnerAbility to identify whether the BSA falls within the norms and category defined.Team HuddleResponsible for attending team huddle on a daily basis as per the set processKnowledge, Skills & Functional CompetencyKnowledge of daily morning huddle processAbility to provide data in the prescribed format based on business requirements.Customer Relationship ManagementResponsible for enhancing the customer experience by developing and maintaining relationship with customers

PR Tech Global is expanding and our franchising team is growing exponentially. We are looking for an experienced Investment professional that can support our franchising network with expertise in investment management focusing on the IT sector.As an Investment professional with PRTG you will develop new relationships with clients around the world and assist them with investments in our business operations: franchising, exclusive projects and commercial financing.We are looking for experienced investment professionals that have a background in Investment Banking, Capital Markets, Hedge Funds or Commercial Law.Communication is key and you will be able to develop new relationships with clients and support them with their investment decisions for the long term. We offer attractive returns on our exclusive projects and our skilled teams work together to deliver the outcomes required in the business.Join our team and contribute to London's award winning technology business.

Hiring for Phone banking officer.Location: - Noida/Chennai/MumbaiShift Timing: - 24/7 rotational shifts and week offs. No Night shifts for femalesNo transport facility is providedOnly Annual performance bonus and no monthly incentivesKey Responsibilities: Be the best for our customers by- Displaying complete onus to customers queries / problems- Delivering service with requisite courtesy and accuracy- Adhering to product and process requirements, with nil errors- Escalating customer issues to the right internal stakeholders- Effectively resolving customer complaints at the first instance, with excellent customer satisfaction scores Ensure process efficiency and effectiveness by- Complying to service and sales guidelines- Achieving Call Quality targets- Resolving customer queries at the first instance of contact, with minimum call handling time Cross-sell / upsell set products like- Loans and mortgages- Priority / elite accountsQualifications:Optimal qualification for success on the job is: Graduate or Postgraduate from a recognized institution. 0- 5 years relevant role in voice customer service.Role Proficiencies:For successful execution of the job, the candidate should possess the following: Proficiency in systems related to Banking transactions and services. Good communication skills in both English and local language. Excellent lead generation and conversion skill. Ability to handle pressure and meet deadlines. Ability to successfully work as a part of a team. High sales orientation to meet the sales targets consistently. Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department.Interested can contact on 7827275412

WE ARE LOOKING FOR APROFILE OF CFO WHI HAS MINIMUM EXP OF 10 TO 12 YEAR MORE THEN ITS OK BUT NOT LESS WHO SHOULD HAVE FULL KNOWLEDGE LIKE A PART OF CA

Key Responsibilities: Be the best for our customers by- Displaying complete onus to customers queries / problems- Delivering service with requisite courtesy and accuracy- Adhering to product and process requirements, with nil errors- Escalating customer issues to the right internal stakeholders- Effectively resolving customer complaints at the first instance, with excellent customer satisfaction scores Ensure process efficiency and effectiveness by- Complying to service and sales guidelines- Achieving Call Quality targets- Resolving customer queries at the first instance of contact, with minimum call handling time Cross-sell / upsell set products like- Loans and mortgages- Priority / elite accounts

Career Opportunity with respect & recognition, mainly for Retirees, Housewives & Professionals, where office attendance is not mandatory except for 6 days free training from Monday to Saturday with lunch, tea & coffee.Basically it is not 9 am to 5 pm job , where office attendance is mandatory & one has to complete lol the targets.Further, ours is the onlyunique platform available in India, where we dont recruit you as life insurance agents, unlike all the other insurance companies but directly recruit you as Development Officer., where your main portfolio is Recruitment with team support 24x 7.No stress, No targets, No investments plus good income (incentives, commissions, salary, PF, Medical, foreign tours & other benefits as well)Secondly , you can legally continue your present occupation ,if you wish to, since in our platform office attendance is not mandatory , one can work from home & no targets or stress .Further, we have on board people from all walks of life eg. Doctors, Engineers, Professionals , Police Officers, Senior Bankers , CEO , GMs , Housewives & all Retirees Would , therefore, request you to please visit our Ghatkopar East office any day, as per your convenience , to discuss & understand our unique & genuine 2nd career opportunity concept in details & its benefits.

Making outbound calls to seles the Banking products Handling customers Queries n complaint'ssales the banking products

As an Assistant Manager at Axis Bank, you will be responsible for assisting in the efficient and effective management of branch operations, customer service, and business development activities. You will play a key role in ensuring a superior banking experience for customers while adhering to regulatory guidelines and bank policies.Key Responsibilities:Customer Service:Provide excellent customer service to address inquiries, resolve complaints, and ensure customer satisfaction.Assist customers in understanding various banking products and services offered by Axis Bank.Proactively engage with customers to identify their financial needs and offer suitable solutions.Branch Operations:Assist in managing day-to-day branch operations, including cash handling, account opening, and maintenance activities.Ensure compliance with regulatory requirements and internal policies and procedures.Supervise and train branch staff to maintain operational efficiency and service standards.Business Development:Support the Branch Manager in achieving branch targets for deposits, loans, and other financial products.Identify opportunities for cross-selling and upselling Axis Bank products to existing and potential customers.Participate in marketing and promotional activities to enhance the bank's visibility and attract new business.Team Management:Provide guidance and support to branch staff to enhance their performance and productivity.Foster a positive work environment that promotes teamwork, collaboration, and professional growth.Reporting and Compliance:Prepare reports on branch performance, customer feedback, and other relevant metrics.Ensure adherence to regulatory guidelines, KYC norms, and risk management practices.Qualifications and Skills:Bachelor's degree in Business Administration, Finance, or related field.Prior experience in banking or financial services preferred.Strong communication, interpersonal, and leadership skills.Sound knowledge of banking process

Key ResponsibilitiesBranch Operations & Service DeliveryManage day-to-day branch service desk operations, including cash processing, clearing operations, demand drafts, and general ledger reconciliation.Process account opening documentation, service requests, locker allocations, and electronic fund transfers (NEFT/RTGS/IMPS).Deliver high-quality customer service, handling HNI and retail client queries, service requests, and escalations promptly within established turnaround times (TAT).Cross-Selling & Portfolio GrowthIdentify financial needs of existing account holders and cross-sell HDFC Banks core product suit: Savings & Current Accounts (CASA), Fixed/Recurring Deposits, Debit/Credit Cards, and Personal/Business Loans.Support the distribution of third-party products, including Mutual Funds (NISM), Life Insurance, General Insurance, and wealth solutions.Collaborate with internal relationship teams to meet monthly branch portfolio expansion targets.Audit, Risk & Statutory ComplianceEnsure 100% compliance with internal HDFC Bank operational policies, KYC/AML mandates, and RBI guidelines.Coordinate internal, statutory, and concurrent branch audits with a target of zero high-risk audit observations.Maintain complete data accuracy, physical voucher management, and documentation integrity across desk operations.Team Coordination & Administrative OperationsSupervise, support, and guide frontline staff and customer service executives in routine desk operations.Ensure smooth functionality of branch infrastructure, including cash counting equipment, passbook printers, and self-service kiosks.

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

Job Responsibilities: A Business Relationship Officer (BRO) working on behalf of Bank. They are recruiting CSP (customer service point) and providing service about bank.Expected Start Date: 10/10/2021Job Types: Full-time, ContractQualification: HSC/GraduationSalary: Rs.10,000.00 Rs. 15,000.00 per monthBenefits:Cell phone reimbursementInternet reimbursementSchedule:Day shiftFixed shiftExperience:total work: 1 year (Preferred)/FresherCustomer service: 1 year (Preferred) /Fresher

Profile- Sales Officer- Home Loan1. Selling Home Loan to the customers by going into the market catchment area.2. Cross selling different products like other loans & Insurances for incentives.100% Field workOpen Market SourcingHiring for leading Financial Services companyProfile Sales Officer (HOME LOAN) Graduation should be completed Experience - Must have field sales experience 6 months (home loan sales preferred) or MBA [ Marketing] Freshers will be preferableLocation - Jaripatka Interested one can dm me with their updated resume on 9997261563NEED RELEVANT & LOCAL CANDIDATES ONLY

Hi we are hiring for one of the leading insurance company Profile :- Phone Banking OfficerJob role :- Through calls sell the insurance products to the customer & handle the walking customer as well CTC :- 2lpa - 3.25lpa + incentive + On roll job Job location :- MumbaiQualification :- Graduation completed .Exp.:- Fresher & experience both can apply .Only Female candidates & Gujarati speaking candidates are required.Direct Apply :- https://forms.gle/EptnDYobD6ABdJip7 OR call - 7302599924 8126101397Also, join our Linkedin group for more job updates: https://www.linkedin.com/groups/9547666/Thanks & Regards .

Profile - Phone sales OfficerProduct - InsuranceJob Profile - Selling of Insurance through calling

PR Tech Global is expanding and our franchising team is growing exponentially. We are looking for an experienced Investment professional that can support our franchising network with expertise in investment management focusing on the IT sector.As an Investment professional with PRTG you will develop new relationships with clients around the world and assist them with investments in our business operations: franchising, exclusive projects and commercial financing.We are looking for experienced investment professionals that have a background in Investment Banking, Capital Markets, Hedge Funds or Commercial Law.Communication is key and you will be able to develop new relationships with clients and support them with their investment decisions for the long term. We offer attractive returns on our exclusive projects and our skilled teams work together to deliver the outcomes required in the business.Join our team and contribute to London's award winning technology business.