Banking Relationship Manager Jobs

Treasury Manager - Chennai Hiring Company: Talent Zone ConsultantExperience: 7-12 YearsLocation: Chennai Industry: BFSI / FinTech / NBFC / Corporate FinanceJob Summary:Talent Zone Consultant is looking for an experienced Treasury Manager to manage the organizations cash flow, liquidity, banking relationships and treasury operations. The ideal candidate should have strong experience in cash management, working capital, investments, forex and financial risk management.Key Responsibilities:Manage daily cash flow, liquidity and working capital requirements.Develop cash flow forecasts and monitor funding requirements.Manage relationships with banks and financial institutions.Oversee banking operations, fund transfers and cash management.Manage short-term investments and surplus funds.Monitor foreign exchange exposure and interest-rate risks.Support debt raising, borrowing and refinancing activities.Ensure compliance with treasury policies and regulatory requirements.Prepare treasury MIS, liquidity reports and management dashboards.Identify opportunities to optimise interest costs, banking charges and working capital.Qualification: CA / MBA Finance / CMA / CFA preferred.

We are looking for a motivated Sales Manager with 3 to 9 years of sales experience to join our team in Noida Sector 63. The ideal candidate will lead the sales team and drive revenue growth while ensuring customer satisfaction.Key Responsibilities:- Lead Sales Team: Manage and guide a team of sales representatives to achieve sales targets and maximize performance.- Develop Strategies: Create and implement effective sales strategies to meet company goals and improve market penetration.- Client Relationship Management: Build and maintain strong relationships with clients to understand their needs and ensure satisfaction.- Sales Forecasting: Analyze sales data and market trends to provide accurate sales forecasts to senior management.- Training and Development: Provide training and support to team members to enhance their skills and knowledge in sales techniques.Required Skills and Expectations:The successful candidate will possess strong leadership and communication skills, with a proven ability to motivate and inspire a team. Experience in developing sales strategies is essential. The candidate should demonstrate analytical thinking to assess sales data effectively and possess excellent problem-solving skills. A customer-focused attitude and the ability to build relationships are crucial. As a male candidate, a commitment to achieving high standards is expected, along with a proactive approach to driving sales results. The ability to work full time from the office is required for this role.

Key ResponsibilitiesPortfolio Management & Relationship BuildingAct as a dedicated financial advisor to a portfolio of High-Net-Worth Individual (HNI) and retail account holders.Deepen existing client relationships by analyzing their financial goals, investment risk profile, and liquidity requirements.Maintain regular contact through face-to-face meetings, financial check-ups, and proactive service management.Revenue Generation & Product Cross-SellingDrive revenue across key core product verticals, including CASA (Current & Savings Accounts), Fixed Deposits, and Wealth Management products.Cross-sell third-party financial products, including Mutual Funds (AMFI/NISM products), Life Insurance, Health Insurance, and structured investments.Asset product sourcing including credit cards, home loans, personal loans, and business banking credit solutions.Client Acquisition & Business ExpansionAcquire new-to-bank (NTB) high-value individual and commercial clients through local field visits, personal network referrals, and digital leads.Participate in local branch outreach activities and corporate payroll acquisition drives.Compliance & Regulatory AdherenceEnsure all customer onboarding, financial transactions, and documentation strictly comply with KYC, AML (Anti-Money Laundering), and RBI regulations.Adhere to internal bank audit standards and transparent sales practices.Complete and maintain active mandatory regulatory certifications (NISM / IRDAI) as required for financial advisory roles.

Hiring: Banking Relationship ManagerLocation: Navi MumbaiEligibility: Any GraduateExperience: Freshers or 6 months to 1 yearLanguage: English + Hindi

As a Banking Relationship Manager field in Bangalore, you will be responsible for building and maintaining strong relationships with clients. You will promote banking products and services while ensuring customer satisfaction. This is an excellent opportunity for freshers looking to start their career in banking.Key Responsibilities include:1. Client Engagement: Interact with clients to understand their financial needs and assist them with bank products such as loans, savings accounts, and investments.

Virtual Relationship Manager - Banking SalesLocation: Krishnarajapura, BengaluruJob Type: Full-Time Work From OfficeEligibility:Any Graduate (B.Tech/BE not eligible)Freshers & Experienced (0-3 Years)Age: 18-30 YearsEnglish + Any 1 Language (Hindi/Tamil/Kannada/Malayalam)Salary:Freshers:

Corporate Relationship Manager Acquire & manage corporate relationships, oversee portfolios, engage with decision makers, drive cross-sell opportunities, handle salary processing, and ensure KYC compliance. Graduate with min. 1 year in CASA/Insurance/Financial product sales. Strong relationship-building, teamwork & independent working skills required.

Job Title: Relationship Manager (RM) - Trading CompanyLocation: [Raipur]Experience: 1-3 Years (Freshers with excellent communication skills can also apply)Employment Type: Full-TimeAbout the RoleWe are looking for a dynamic and customer-focused Relationship Manager to join our team. The ideal candidate will be responsible for building and maintaining strong relationships with clients, assisting them with trading and investment-related services, and ensuring a high level of customer satisfaction.Key ResponsibilitiesBuild and maintain long-term relationships with existing and prospective clients.Understand client requirements and provide appropriate trading and investment solutions.Generate business through lead conversion, client referrals, and relationship management.Assist clients with account opening, onboarding, and documentation processes.Regularly follow up with clients to ensure engagement and satisfaction.Address client queries and resolve concerns in a timely and professional manner.Promote company products and services to increase client participation and revenue generation.Achieve monthly sales and revenue targets as assigned by the management.Maintain accurate records of client interactions and follow-ups in the CRM system.Coordinate with internal teams to ensure seamless client service and support.Required SkillsExcellent communication and interpersonal skills.Strong client relationship and customer service orientation.Good sales, negotiation, and persuasion skills.Ability to work in a target-driven environment.Basic understanding of financial markets, trading, and investment products.Proficiency in MS Office and CRM tools.QualificationBachelor's degree in any discipline.Experience in Sales, Relationship Management, Banking, Financial Services, Stock Broking, or Trading Industry preferred.

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.

We are seeking a dedicated Manager Business Partner to enhance our operational success in Kolkata. This role is ideal for individuals with a passion for business development and stakeholder engagement. Candidates should have a proactive approach and excellent communication skills.Key Responsibilities:1. Stakeholder Engagement: Build strong relationships with clients and partners to understand their needs and align our services accordingly.2. Business Development: Identify growth opportunities in the market and develop strategies to attract new clients while retaining existing ones.3. Data Analysis: Analyze business performance metrics to provide insights and recommendations for improvement.4. Project Management: Oversee various projects to ensure they are completed on time and within budget, coordinating with different teams as needed.5. Reporting: Prepare and present reports on business performance, opportunities, and challenges to senior management.Required Skills and Expectations:Ideal candidates should possess excellent communication and interpersonal skills, enabling effective relationship-building. A strong understanding of business processes and a willingness to learn about market trends are essential. The ability to work independently and manage time efficiently is crucial. Candidates should be comfortable with data analysis and have a basic understanding of project management principles. Flexibility and adaptability in a dynamic work environment will be highly valued. A proactive attitude combined with a willingness to embrace challenges is important for this role.

We are looking for a dedicated Bank Manager to join our team in Canada. In this role, you will oversee the banks daily operations, ensure high levels of customer satisfaction, and lead a team of banking professionals.Key Responsibilities:- Manage Daily Operations: Ensure that all banking operations run smoothly and comply with regulations and policies.- Lead and Train Staff: Supervise team members, provide training, and foster a positive work environment to enhance performance and motivation.- Ensure Excellent Customer Service: Address customer inquiries and resolve issues promptly to maintain satisfaction and loyalty.- Develop Business Strategies: Collaborate with senior management to create strategies for increasing the banks profitability and market presence.- Monitor Financial Performance: Analyze financial statements and reports to identify trends and opportunities for improvement.- Risk Management: Identify potential risks within the bank's operations and implement measures to mitigate them.Required Skills and Expectations:Candidates should have a strong educational background in Business Administration, Finance, or related fields such as B.C.A, B.B.A, B.Com, Chartered Accountant, Company Secretary, or I.C.W.A. Relevant experience of 2 to 8 years in banking or financial services is essential.Strong communication and leadership skills are necessary to guide teams effectively. Candidates should be detail-oriented and possess good analytical skills to assess and improve operations. A commitment to customer service excellence and the ability to adapt to changing regulations are also important for success in this role.

Generate Revenue by getting business from leads generated through assigned 4-5 Bank. Cascade the incentive programs to Banks StaffResponsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy documentDevelop new markets/ segments in line with company sales strategy from time to time.Build a good customer base in order to cross-sell & up-sell.Build long term relationship with the bank staff.

We are seeking a motivated Mortgage Loan Officer to join our team in Connaught Place, Delhi. This full-time role is perfect for someone with 2 to 5 years of experience in mortgage lending who is eager to help clients secure financing for their property needs.Key Responsibilities:1. Client Consultation: You will meet with clients to understand their financial situation and housing goals. Your ability to listen and offer tailored mortgage solutions will be critical.2. Loan Assessment: You will analyze clients financial data, including credit reports and income statements, to determine suitable loan products. Attention to detail is essential to ensure accuracy in loan evaluations.3. Loan Applications: You will assist clients in completing and submitting loan applications, guiding them through necessary documentation. Your expertise will help streamline the application process for a positive client experience.4. Relationship Management: You will build and maintain relationships with clients, real estate agents, and other stakeholders. Strong communication skills will help you foster trust and secure referrals.5. Market Research: Staying informed about the latest mortgage products and market trends will be part of your role. This knowledge will enable you to provide clients with the best options available.Required Skills and Expectations: Candidates must hold a graduate degree and have relevant experience in mortgage lending. Excellent communication and interpersonal skills are crucial. You should be detail-oriented, able to work under pressure, and committed to providing outstanding customer service. A strong understanding of mortgage regulations and financial products is essential to succeed in this position.

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.

-Candidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever needed-Candidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever needed-Candidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever needed-Candidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever neededCandidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever neededCandidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever needed

We are hiring for India's largest DSAPosition - Sales Manager / Relationship Manager Qualification - Any GraduateWork Experience - 6 months to 3 years in Sales (NBFC, BFSI preferred)CTC - 2 to 7 LPA + incentive best in industry Location - GuwahatiJob Description: Positions open for dynamic sales professionals with excellent communication skills to build and maintain relationship with connectors, builders and CA firms, to achieve monthly targets on Personal loan, Business loan, LAP, Home loan and Insurance products.For interview, share your CV on WhatsApp - 7576805187e-mail - bsarma81@gmail.com

Key Responsibilities:1. Manage and nurture key relationships with clients: The key relationship manager will be responsible for developing and maintaining strong relationships with clients to ensure client satisfaction and loyalty.2. Drive sales and revenue growth: The role involves driving sales and revenue growth by identifying opportunities and cross-selling products to existing clients.3. Provide expert advice on insurance and financial products: The key relationship manager will be expected to have a deep understanding of insurance, life insurance, banking, and other related products to provide valuable advice to clients.4. Collaborate with internal teams: This role requires working closely with internal teams such as sales, marketing, and product development to ensure seamless service delivery to clients.5. Monitor market trends and competition: Stay updated on market trends and competition to identify potential threats or opportunities for the business.Required Skills and Expectations:1. Minimum 1-5 years of experience in insurance, sales, banking, or related fields.2. Strong communication and interpersonal skills to effectively interact with clients and internal teams.3. Excellent problem-solving abilities and attention to detail.4. Proven track record of achieving sales targets and driving revenue growth.5. A self-motivated individual who can work independently and as part of a team to meet goals and targets.

SME Relationship Manager Company: Talent Zone ConsultantJob Title: Senior SME Relationship Manager / SME Lending Relationship ManagerExperience: 8-10 YearsLocation: Bangalore / Mysore / ChennaiEmployment Type: Full-timeJob SummaryTalent Zone Consultant is looking for an experienced SME Relationship Manager with 8-10 years of experience in SME lending, business banking, NBFC, FinTech or financial services.The ideal candidate will be responsible for SME customer acquisition, credit assessment, loan sourcing, portfolio management and revenue growth. The role requires strong knowledge of working capital, business loans, term loans and secured/unsecured SME lending, along with the ability to build long-term relationships with SME clients.Current SME banking roles in Bangalore emphasize acquiring, growing and retaining profitable SME portfolios, structuring appropriate credit facilities and managing portfolio returns.Key ResponsibilitiesAcquire new SME/MSME customers through direct sourcing, referrals, channels and market outreach.Develop and maintain strong relationships with SME business owners, promoters and key decision-makers.Manage the complete lending lifecycle from lead generation to sanction and disbursement.Understand customer business models, financial requirements and working-capital needs.Conduct preliminary credit assessment and financial analysis of SME borrowers.Analyse financial statements, cash flows, banking transactions and repayment capacity.Prepare and coordinate credit proposals and loan documentation with Credit and Risk teams.Handle Working Capital Loans, Term Loans, Business Loans, LAP and other SME lending products.Coordinate with Credit, Operations, Legal, Risk and Collections teams for timely processing and disbursement.Manage and grow an existing SME lending portfolio while maintaining portfolio quality.Track customer repayment behaviour, exposure, delinquency and credit risk.Identify cross-sell and up-sell opportunities across lending, payments, cash management and other financial products.Achieve monthly/quarterly acquisition, disbursement, revenue and portfolio growth targets.Build relationships with DSAs, channel partners, brokers and referral networks.Monitor market trends, competitor offerings and emerging SME financing opportunities.Ensure compliance with internal policies, KYC requirements, credit guidelines and applicable regulations.Required SkillsCore Skills:SME Lending, MSME Lending, Business Banking, Credit Assessment, Credit Analysis, Loan Processing, Loan Origination, Customer Acquisition, Portfolio Management, Relationship Management, Business Development, Financial Analysis, Financial Statement Analysis, Working Capital Loans, Term Loans, Business Loans, LAP, Secured Lending, Unsecured Lending, Credit Appraisal, Credit Underwriting, Risk Assessment, Portfolio Growth, Revenue Growth, Cross Selling, Upselling, Channel Management, DSA ManagementAnalytical / Technology Skills:Financial Modelling, Credit Risk Analysis, Banking Analysis, Cash Flow Analysis, MS Excel, CRM, MIS Reporting, Portfolio Analytics, Business AnalyticsSoft Skills:Client Relationship Management, Stakeholder Management, Negotiation Skills, Communication Skills, Presentation Skills, Business Acumen, Market Development, Problem Solving, Target OrientationCandidate Profile8-10 years of experience in SME/MSME lending, business banking, NBFC, FinTech or financial services.Strong track record in SME customer acquisition and portfolio management.Hands-on experience in credit assessment and loan processing.Good understanding of financial statements, cash flow and borrower creditworthiness.Experience handling working capital and term lending products is preferred.Candidates with experience managing high-value SME portfolios will be preferred.Strong ability to acquire new customers while retaining and expanding existing relationships.Experience working with Credit, Risk, Operations and Collections teams.MBA/PGDM in Finance/Marketing or equivalent qualification preferred.

Position: Senior Relationship Manager Experience: 7+ YearsLocation: Bengaluru, KarnatakaEmployment Type: Full-timeJob DescriptionTalent Zone Consultants is looking for an experienced Senior Relationship Manager for a leading BFSI organization in Bengaluru. The candidate will be responsible for managing and growing an existing client portfolio, acquiring new customers, increasing revenue and wallet share, and providing suitable banking/financial solutions.Key ResponsibilitiesManage and deepen relationships with existing corporate, business, HNI or affluent clients.Identify and acquire new-to-bank customers through market mapping, referrals and networking.Drive revenue, portfolio growth, customer acquisition and wallet-share targets.Understand client business/financial requirements and recommend appropriate banking and financial products.Cross-sell products such as loans, working-capital facilities, trade finance, cash management, insurance, investments and other banking solutions.Develop and execute client acquisition and relationship-growth strategies.Conduct regular client meetings, portfolio reviews and business discussions.Coordinate with Credit, Risk, Product, Operations and Compliance teams to ensure smooth delivery of solutions.Prepare business proposals and support credit appraisal/structuring wherever applicable.Monitor portfolio performance, customer satisfaction and potential business/risk issues.Maintain strong knowledge of market trends, competitor offerings and BFSI products.Ensure adherence to KYC, AML, RBI regulations, internal policies and responsible-sales practices.Maintain accurate customer records, pipeline reports and MIS.Meet and exceed individual and team business targets.Candidate Requirements7+ years of relevant experience in Relationship Management, Corporate Banking, Business Banking, Retail/Commercial Banking, Wealth Management, NBFC or Financial Services.Graduate degree required; MBA/CA preferred for corporate/business banking roles.Proven track record of client acquisition, portfolio growth and revenue generation.Strong understanding of banking products and financial solutions.Experience managing high-value/corporate client relationships preferred.Strong negotiation, presentation and stakeholder-management capabilities.Ability to independently manage targets, client portfolios and business development activities.

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.