Saving Account Job Vacancies in Pune

We are looking for an Account Manager with 2 to 5 years of experience to join our team in Pune, India. The ideal candidate will maintain and strengthen client relationships while ensuring their needs are met effectively.Key Responsibilities:- Client Relationship Management: Build and manage relationships with clients, ensuring their satisfaction and addressing any concerns promptly.- Project Coordination: Work closely with internal teams to deliver projects on time and within budget, ensuring that client expectations are met.- Sales Support: Assist in identifying opportunities for upselling and cross-selling our services to existing clients, contributing to revenue growth.- Reporting and Analysis: Prepare regular reports on account status and client feedback, using this information to enhance service delivery.Required Skills and Expectations:The ideal candidate should hold a graduate degree and possess strong interpersonal and communication skills. You should be able to work well under pressure, demonstrating effective time management and organizational abilities. A proactive approach to problem-solving is essential, as well as the ability to adapt to changing client needs. Proficiency in Microsoft Office and familiarity with CRM software is preferred. Team collaboration and a positive attitude toward challenges are key for success in this role. Successful account managers are those who consistently seek to improve client experiences through attentive service and innovative solutions.

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.

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.

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.

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.