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Current Account Job Vacancies in Pune

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Field Sales Officer (Fresher)

Sanshri Management Services Pvt Ltd.

  • Fresher
  • 3.0 Lac/Yr
  • Pune
Current Account Saving Account
A CASA (Current Account Savings Account) Account Opening job involves field sales and customer acquisition, focusing on bringing in new savings/current accounts, especially salary accounts from corporates, by generating leads, conducting field visits (KYC), cross-selling products (insurance, mutual funds), ensuring activation (UPI, balance), and meeting targets, using CRM tools, and adhering to KYC/compliance.
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Tally Software Tally ERP Tally Current Account Accountant CRM Sales Sales Financial Inclusion Client Development Client Relations Executive Marketing Inbound Calling Outbound Calling Letter Drafting
Candidate have zeal to work as a sales executive.Completed graduation.
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Branch Manager

GIPS Consultancy Services

Retail Branch Banking Branch Administration Portfolio Analyst Current Account Saving Account Life Insurance General Insurance Retail Sales Branch Banking CASA Mutual Funds
To lead the whole branch banking sales & operations.1. Enhancement of Deposit pool from customers.2. Establishing standards and delivery of service.3. Sale of non-deposit products. Cross selling targets progressively.4. Sale of MF and insurance products.5. Fee income.6. Branch administration.7. Regulatory compliance.8. Manage productivity, morale of branch personnel.
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Branch Relationship Manager

GIPS Consultancy Services

Corporate Banking Marketing Portfolio Manager Current Account Saving Account CASA Wealth Manager Branch Banking Life Insurance General Insurance Mutual Funds Retail Banking
Sourcing of New to Bank business banking accounts & Managing the Business Bankingportfolio assigned Assisting the clients business with different business banking products like OD/CC/BG/Term Loans/Forex/etc Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolioclients Maintaining the service standards set by the bank in collaboration with the service supportteam Maintain Co-ordial relationships with internal stakeholder and external agencies togenerate leads for New to bank Clients.
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Casa Portfolio Management Branch Manager Relationship Manager B2B Sales Insurance Sales Forex Trading Current Account Saving Account
Branch Manager-1. Enhancement of Deposit pool from customers.2. Establishing standards and delivery of service.3. Sale of non-deposit products. Cross selling targets progressively.4. Sale of MF and insurance products.5. Fee income.6. Branch administration.7. Regulatory compliance.8. Manage productivity, morale of branch personnel.BOM-1. Lead the Service Team.2. Ensuring regulatory and procedural compliance3. Audit of the branch4. Ensuring service excellence to enhance portfolio,control retention and better cross sell5. Authorize and check RO / SO entries6. Check end of products7. Check vouchers to clear transactions above 10lakhs8. Vault / Key custodianRelationship Manager-1. Develops new and expands existing High Net worth Customer relationships for liabilities.2. Ensures high levels of customer service orientation and application of bank policy.3. Cross sells existing bank products to customers.4. Informs customers of new products or product enhancements to further expand the banking relationship.5. Plans and conducts special sales initiatives and events for prospective and existing clients.6. Coordinates with other group companies to provideseamless access to other products.7. Maintains complete relationship record for assigned customer accounts.8. Tracks customer complaints/queries and turnaround times for customer satisfaction.
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