Corporate Banking Jobs

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

Key Responsibilities:Manage financial planning, budgeting, and reportingMonitor cash flow, expenses, and profitabilityEnsure compliance with financial regulationsBrief Summary:Handles financial health, planning, and strategic decision-making.

As a Banking Officer in Varanasi, you will play a vital role in providing excellent customer service and supporting the daily operations of the bank. Your responsibilities will include:- **Customer service assistance**: Interact actively with customers to address their inquiries and guide them in using banking services effectively.- **Account management**: Help customers with account opening, closing, and maintenance to ensure their banking needs are met accurately.- **Transaction processing**: Handle customer transactions like deposits, withdrawals, and fund transfers, ensuring each one is processed efficiently and securely.- **Sales support**: Promote bank products and services to customers, aiming to increase customer engagement and contribute to the banks growth.- **Compliance and record-keeping**: Maintain accurate records of transactions and customer interactions, adhering to all banking regulations and policies.To succeed as a Banking Officer, you should have a strong focus on customer service and good communication skills. - A bachelor's degree in finance, business, or a related field is preferred but not mandatory for candidates with relevant skills.- Strong analytical skills will help you solve customer problems and manage transactions effectively.- Familiarity with banking systems and software is a plus, along with basic math skills to ensure accuracy in handling transactions.- You should be a team player, able to work well with colleagues, and ready to adapt to new challenges in a fast-paced environment.

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.

We are looking for a dedicated Banking Officer to join our team. The ideal candidate will help ensure smooth banking operations and provide excellent service to customers.**Key Responsibilities:**- **Customer Support:** Assist customers with account inquiries, transactions, and resolve issues to enhance their banking experience.- **Account Management:** Help open new accounts and manage existing accounts, ensuring that all information is accurate and up-to-date.- **Transaction Processing:** Handle various banking transactions, including deposits, withdrawals, and transfers, while ensuring compliance with bank policies.- **Sales Support:** Promote bank products and services to customers, helping them find suitable financial solutions based on their needs.- **Record Keeping:** Maintain accurate records of customer interactions and transactions, ensuring confidentiality and security of sensitive information.- **Compliance:** Ensure all banking activities adhere to regulatory guidelines and internal policies to maintain operational integrity.**Required Skills and Expectations:**Candidates should have a minimum education of 12th pass, with a desire to learn and grow in the banking sector. Strong communication skills are essential to effectively interact with customers. Candidates should demonstrate customer service orientation, showing patience and understanding. Basic numerical skills and attention to detail are necessary for handling transactions accurately. A proactive attitude and teamwork are expected, as this role requires collaboration with colleagues to achieve common goals. Previous experience in a customer-facing role is an advantage, but not mandatory.

We are looking for a Business Development Manager in Hyderabad. This position requires a motivated individual who can drive growth and establish strong relationships with clients. A strong educational background is essential, with candidates encouraged to have degrees in areas like Business Administration, Architecture, or Engineering.**Key Responsibilities:**- **Identify New Business Opportunities:** Research and analyze market trends to find potential customers and areas for expansion. This is crucial for increasing business reach.- **Build Client Relationships:** Develop and maintain strong relationships with clients through effective communication and regular follow-ups. Strong relationships help secure long-term partnerships.- **Create Strategic Plans:** Collaborate with team members to formulate and execute business development strategies that align with company goals. Strategic planning sets the groundwork for success.- **Prepare Business Proposals:** Draft compelling proposals and presentations that meet client needs and highlight our services. Well-prepared proposals can significantly influence client decisions.- **Achieve Sales Targets:** Work towards meeting and exceeding sales targets, contributing to overall company growth. Meeting targets is essential for career development and company success.**Required Skills and Expectations:**The ideal candidate should have excellent communication and negotiation skills, enabling them to interact effectively with clients. Strong analytical abilities are needed to assess market conditions and develop informed strategies. A self-starter attitude, along with teamwork capabilities, is essential for success. Familiarity with CRM software and sales tools will be an advantage. A background in sales or marketing is beneficial, but we welcome fresh graduates eager to learn and grow in the business development field.

*Tellecalling (Daily Connection with 50-100 vlients over call)*Lead generation through cold calling *closing deals with negotiation of deal documents collection and fixing meeting with the client for business loan.

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.

Join our team as a Sales Executive based in Delhi, India. Your primary responsibilities will include identifying new sales opportunities, building client relationships, and achieving sales targets. You will also be responsible for maintaining customer records and providing excellent customer service.Key responsibilities:- Identify potential clients and establish contact to promote our products or services- Build and maintain long-term relationships with clients to foster repeat business- Achieve sales targets set by the company to contribute to overall revenue goals- Maintain accurate records of sales and customer interactions for future reference- Provide exceptional customer service to address queries and resolve issues in a timely mannerRequired skills and expectations:- Excellent communication and interpersonal skills to effectively communicate with clients- Strong negotiation and persuasion abilities to close deals and drive sales- Goal-oriented mindset with a proven track record of achieving sales targets- Ability to work independently and as part of a team to meet and exceed sales goals- A 12th Pass qualification and 0-6 years of sales experience are necessary for this role. Male candidates are preferred for this position.

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

I. Position SummaryThe Client Relationship Manager acts as an advocate for the client within the organization and a representative of the company to the client. This role is crucial for ensuring client needs are consistently met, service delivery is high-quality, and the business relationship remains profitable and enduring.II. Key ResponsibilitiesA. Relationship Development and RetentionPrimary Contact: Serve as the lead point of contact for all matters specific to assigned clients, building strong, long-lasting relationships based on trust and mutual understanding.Client Needs Analysis: Deeply understand client objectives, strategic plans, and operational needs to better position company products/services.Proactive Engagement: Schedule regular meetings and check-ins (virtual and in-person) with key client stakeholders to review performance, gather feedback, and address concerns before they escalate.Conflict Resolution: Quickly and effectively handle difficult client requests or escalated issues, coordinating with internal teams to provide timely and satisfactory solutions.B. Account Growth and StrategyStrategic Planning: Develop and execute strategic account plans aimed at maximizing client value, retention, and loyalty.Upselling & Cross-selling: Identify and pursue new sales opportunities within existing accounts by introducing additional products, services, or upgrades.Negotiation: Negotiate contracts and agreements to maximize profit while maintaining client satisfaction.Forecasting: Assist in forecasting revenue from existing clients and tracking key account metrics.C. Internal Coordination and ReportingInternal Liaison: Coordinate with various internal departments (e.g., Sales, Product, Service Delivery, Finance) to ensure consistent service levels and that client expectations are met.Reporting: Prepare detailed reports on account status, client health metrics (e.g., churn risk, satisfaction scores), and project progress for management.Documentation: Maintain accurate, up-to-date records of all client communications, activity, and account status in the CRM system.

Banking & Finance Sector Job.Full time Direct Pay role.Qualification : Graduation + HSAge limit : Below 30 YearsInterested candidates please share your updated CV at hr.poulami098@gmail.comLocation - north 24 pgs. BasedJob Type: Full-timePay 13,500.00 - 20,000.00 per mont,Benefits:Health insuranceProvident FundWork Location: In person.

, : Mumbai (Bandra) : 68 Years : 20-22 LPA: CA / MBA FinanceOne of our clients is looking for a dynamic Manager Finance who can drive financial strategy, strengthen compliance, and support multi-entity operations including global structures. : Financial planning, budgeting & MIS Multi-entity financial reporting FEMA & international taxation compliance Stakeholder management with auditors, consultants & regulators Strategic inputs for business growth & investment decisions : Strong financial modelling & analytical ability Experience in cross-border finance Solid understanding of accounting standards & taxation Ability to convert data into actionable insights High ownership & attention to detailIf youre someone who thrives in strategic finance roles and loves working in impact-driven environments, wed love to connect. / : Careers@thepeopleorder.com

Banking managers perform some or all of the following duties:Plan, organize, direct, control and evaluate the branch operations of a bank, trust company, credit union or similar financial institution or of a department in such an institution responsible for administering personal and commercial loans, buying and selling securities, operating investment funds, administering trusts, settling estates or other related activitiesEnsure the institutions policies and procedures are followed according to established guidelines and make recommendations for improvementNetwork to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customersInterview corporate and individual customers and respond to customer enquiriesAnalyze, review and approve or reject loan and credit applications in accordance with authorized limitsMonitor processing of loan applications and credit investigationsOversee preparation of monthly financial and branch progress reportsRecruit personnel and identify their training needs.Credit managers perform some or all of the following duties:Plan, organize, direct, control and evaluate the activities of a credit department in an industrial or commercial organizationAdminister corporate, commercial and personal loan accountsAdvise customers on the commercial and personal financial services corresponding to their needsEvaluate and review loan and credit applications and collateral and make recommendationsApprove or reject credit applications, establish credit limits and determine repayment plans or schedules in accordance with authorized limitsEnsure collection of overdue or delinquent accountsEnsure credit policies and procedures are followed according to established guidelines and applicable legislationPrepare credit and loan reportsRecruit credit personnel and identify their training needs.

Banking managers perform some or all of the following duties:Plan, organize, direct, control and evaluate the branch operations of a bank, trust company, credit union or similar financial institution or of a department in such an institution responsible for administering personal and commercial loans, buying and selling securities, operating investment funds, administering trusts, settling estates or other related activitiesEnsure the institution's policies and procedures are followed according to established guidelines and make recommendations for improvementNetwork to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customersInterview corporate and individual customers and respond to customer enquiriesAnalyze, review and approve or reject loan and credit applications in accordance with authorized limitsMonitor processing of loan applications and credit investigationsOversee preparation of monthly financial and branch progress reportsRecruit personnel and identify their training needs.Credit managers perform some or all of the following duties:Plan, organize, direct, control and evaluate the activities of a credit department in an industrial or commercial organizationAdminister corporate, commercial and personal loan accountsAdvise customers on the commercial and personal financial services corresponding to their needsEvaluate and review loan and credit applications and collateral and make recommendationsApprove or reject credit applications, establish credit limits and determine repayment plans or schedules in accordance with authorized limitsEnsure collection of overdue or delinquent accountsEnsure credit policies and procedures are followed according to established guidelines and applicable legislationPrepare credit and loan reportsRecruit credit personnel and identify their training needs.