Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI cliets, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction.Client Acquisition and Onboarding:Identify potential HNI/UHNI clients and develop strategies for client acquisition.Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences.Wealth Management Advisory:Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and objectives.Provide expert advice on investment opportunities, financial planning, tax implications, and estate planning.Portfolio Management:Design and manage investment portfolios based on clients' risk profiles and financial objectives.Monitor market trends and economic developments to make informed investment recommendations.Relationship Building:Cultivate and maintain strong relationships with HNI/UHNI clients through regular communication and client meetings.Address client inquiries, concerns, and requests in a timely and efficient manner.Cross-Selling and Upselling:Identify opportunities for cross-selling additional financial products and services to meet the diverse needs of HNI/UHNI clients.Compliance and Risk Management:Ensure compliance with regulatory requirements and internal policies.Mitigate risks associated with client portfolios and financial transactions.Market Research:Stay updated on global economic trends, financial markets, and investment products to provide up-to-date advice.Reporting and Documentation:Prepare and maintain accurate records of client interactions, transactions, and portfolio performance.Generate regular reports for clients on their investment portfolios.

Role & responsibilities To provide legal advice in connection with all litigations, both filed by or against the Bank, at various forums including but not limited to DRT, DRAT, Civil/Criminal Court, High Court, Supreme Court and Consumer Courts.To provide assistance in recovery of financial assistance granted by the Bank to various borrowers. Handling litigation, both filed by or against the Bank, at various forums including but not limited to DRT, DRAT, Civil/Criminal Court, High Court, Supreme Court, Consumer Fora.Preparing strategy for recovery / restructuring of stress loans.Management of stressed loan assets with average ticket size of minimum Rs.50 Crore and above. Drafting and vetting of plaints, written statements, affidavits, interim application, petitions, in respect of cases filed by and against the Bank. Preferred candidate profile Minimum LLB degree, LLM will be an added advantage;Work Experience of 5-12 years in Pvt/ PSU Banks/Law Firms;Should have experience of handling legal assignments of Banking and Finance Sector;Ideal candidate working in a law firm or reputed bank

Role & responsibilities • To manage the sales for the suite of Cash Management products across the spectrum of Banks clients in Bangalore, across specific Business verticals • Meet the agreed revenue targets (liability & fee), associated throughputs and acquisition of new to bank clients with a focus to grow the TBG management revenues. • Meet and service CMS & Capital Markets related requirements of clients by liaising with operations/Product. Process Improvements and new Product Development ideas, to achieve incremental cross-sell/increased share of wallet, to maintain highest service delivery standards/VOC scores. Process Improvements and new Product Development ideas, to achieve incremental cross-sell/increased share of wallet, to maintain highest service delivery standards/VOC scores

Available Locations :-Delhi/NCR, New Delhi, GurugramRole & responsibilities :- Prepares financial statements and analysis for branchManages and supervises department employees; responsible for day-to-day supervision and leadershipMaintains and oversees all banking procedures and processesRecruiting, vetting, interviewing, and hiring new employeesOverseeing approvals of loans, lines of credit, and other fiscal plansAssisting with customer service and satisfactionMarketing branch within the community to attract businessRecords and researches all financial information for analysisOversees budget reports, preparation of budgets, and analysis of budgetsDocuments and interprets complicated financial information for bank clientsAdvises on procedures and financial management as well as developing policiesOversees financial reports for taxes, regulatory agencies, and other financial groups relating to branch financeForecasts and plans according to fiscal needsGrowing banks number of accounts Perks and benefits :-Attractive Growth, Conveyance and Joining/Confirmation Payouts

Role & responsibilities Acquisition of New to Bank MSME relationships through the CRM and Knowledge Banking approach. Regularly Engage with colleagues in Branch Banking, MSME Associations Office Bearers which shall help in meeting Min. 2 MSME Clients on daily basis. Build Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients Build Liability Book comprising of Current Accounts, Saving Accounts and Fixed Deposits by offering various Trade and Transaction products like Cash Management Services, Trade and Treasury Products. Enhance Book Profitability and Client stickiness by consistently seeking an opportunity to expand share of wallet of the customer base through Cross Sell of POS Machines, Salary Accounts for employees, Insurance and various other Wealth Management Products . Collaborate with the Risk, Operations and service teams to ensure delivering better TAT of Loans delivery and smooth on-boarding of the client Meeting the Targets - Both in respect of bottom line as well as top line by constantly enhancing the productivityPreferred candidate profile Perks and benefits

Core Responsibilities To be completely responsible for managing end to end product function related to Capital Account Transactions under FEMA Regulations Overseas Investments, External Commercial Borrowings, Foreign Investments in India, Liaison Office, Branch Office & Project Office (LO/BO/PO) etc. Liaise, coordinate with internal & external stakeholders for formulation & implementation of product policy. Keeping track of new/changes in guidelines for immediate implementation thereof. Conceptualize, plan, and execute roll out of new product variants, service to grow existing revenue stream. Meeting clients along with Sales team and providing advisory on complex structures in compliance with FEMA guidelines Provide guidance on policy/procedure, regulatory compliance, and operations/system-related issues and strengthen risk management. To provide product innovation, policies, and support structuring facilities to assist sales & coverage team to grow the Capital Account Transactions’ flows. Create, maintain & disseminate suitable business analytics & presentations. Handling of queries raised by auditors and internal stakeholders as part of due diligence and ensuring timely responses Scrutinizing and advising various applications going to RBI for approvals for the assigned products

The job responsibilities would include ,but would not be limited to :Diary management including travel, meetings and events arrangements. Content planning for meetings, events in line with agendas and correspondence Attend management meetings, prepare minute and distribute to executives team. Manage reports, data and analysis. Work closely with executive team on confidential projects. Support with large high profiles meetings ensuring confidentiality.Compiling expense reportsScreening visitorsPrepare weekly, monthly or quarterly reports.Develop and carry out an efficient documentation and filing system.Managing and tracking deliverables and dependencies from various team members to ensure smooth workflow and project completion.Implementing & managing a tracking mechanism for recurring review meetings Overseeing document control across departments within the organizations and externally.

Role & responsibilities The role entails providing financial solutions to meet the requirements of the HNI customers and ensure value added customer service. The role will closely collaborate with the product and operations teams to drive effective customer acquisition, servicing and deepening. The role bearer is responsible for NTB non-resident clients and manage the relationship for a designated branch contributing to the larger branch banking channel objectives.

Hiring for Banking Sector for Bangalore location. Interested one can share cv on whatsapp -9625167282 or Email on- mukesh.dhawan@v-konnect.com .Location- Bangalore Profile- Branch Manager , Deputy Branch Manager Job Description:- Strategy & P&L Management Maintains the Profit and Loss statement and Balance Sheet for the branch Executes the Branch Strategy in line with the overall Branch Banking strategy for the bank Sustained revenue generation for the branch through cross sell of TPP, RA and BB products Liabilities mobilization through CASA portfolio growth in the Branch Catchment Superior and Consistent Customer Service Ensures Efficient complaint management within specified TATs Drives high service scores Conducts customer engagement programs and marketing events Ensures proper implementation of CRM by the Sales, Relationship & BSD departments and to be reviewed at every interval Strengthening Systems, Controls and Processes Ensures Upkeep of the Branch and ATM and raises issues if required Liaises with respective teams for effective and efficient Fraud Management within the cluster Ensures branch compliance with Banks policies and processes Ensures timely submission of MIS reports Ensures safety and security of Bank and customer's assets Ensures Audit related deliverables both internal and external are met as per the prescribed norms Ensures Role clarity to employees in the branch and manage attrition Performance Management Tracks and monitors daily productivity and book movement of the branch Partners with the HCM Business partner for periodic review of performance of executives in the Branch and identify training needs if required

Role & responsibilities To help the leader to achieve the portfolio business objectives by acquiring incremental accounts from the corporate and maximizing second product cross sell at the time of account opening Source incremental accounts from corporate Ensure FTNR on logged in AOFs is within set benchmarks Communicate to the employees the requirements of KYC documents (as per the approved account opening process) Cross sell an additional product within 60 days of account opening Generate leads for asset / investment products

Role & responsibilities Function/ Department: Branch BankingRelationship Management :Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customersDevelop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segmentIdentify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer walletGenerating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped client Investments To analyze financial needs of the customers and offer appropriate product with utmost transparency Audit & Compliance Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)Preferred candidate profile *** Need Desired experience into Mutual Funds, Third Party Products, Investments, HNI Acquisition / Retail Branch BankingLocations- Bangalore / New Delhi- Delhi NCRInterested Candidates Directly reach out at soniya.gupta@v-konnect.comCall / WhatsApp on 8719887767References would be Highly Preferred !!

Role & responsibilitiescorporate banking division, where the primary responsibility is managing relationships with large businesses, providing financial services like loans, working capital, trade finance, and investment products, aiming to generate revenue through cross-selling and account deepening while maintaining compliance with banking regulations; often titled as a "Relationship Manager - Large Corporates" or "Relationship Manager - Emerging Corporate Banking." To help the leader to achieve the portfolio business objectives by acquiring incremental accounts from the corporate and maximizing second product cross sell at the time of account opening Source incremental accounts from corporate Ensure FTNR on logged in AOFs is within set benchmarks Communicate to the employees the requirements of KYC documents (as per the approved account opening process) Cross sell an additional product within 60 days of account opening Generate leads for asset / investment products Preferred candidate profile *** Need Desired Experience of 2-4 Years into Corporate Banking / Salary Accounts / Corporate Sales-Client Relationship handling Location- BangaloreInterested Candidates Directly Reach out at soniya.gupta@v-konnect.comReferences would be Highly Preferred !!

Role/Job Title: Relationship ManagerWealthFunction/ Department: Branch BankingJob Purpose: The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. Role will closely collaborate with Cross sell team and Product teams for the same. This role encapsulates the responsibility of owning the customer experience at the branch and deepening the relationship. It includes working with the client to help them make the right financial decisions by providing them with information about financial products.Roles and Responsibilities:Handling a group of key clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services.It also includes use of applications actively for designing product suitability matrix, financial planning for the customers.Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing.To Enhance & Retain customer profitability by capturing larger share of Wallet.Ensuring compliance with branch SOP and control in sales and service.Deepen the relationship by cross selling Banks Products.Secondary Responsibilities: Maintain excellent relations with local dealers to help source clients to expand reach and brand of the Bank.Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its implementation to improve overall operational efficiency.Collaborate with other branch departments and functions to provide products and service offerings to the customer.Education Qualification: Graduation: Any GraduateRole & responsibilities Preferred candidate profile Perks and benefits Drop CV on whatsap 8109429473amisha.agrawal@v-konnect.com

Role & responsibilities Prepares financial statements and analysis for branchManages and supervises department employees; responsible for day-to-day supervision and leadershipMaintains and oversees all banking procedures and processesRecruiting, vetting, interviewing, and hiring new employeesOverseeing approvals of loans, lines of credit, and other fiscal plansAssisting with customer service and satisfactionMarketing branch within the community to attract businessRecords and researches all financial information for analysisOversees budget reports, preparation of budgets, and analysis of budgetsDocuments and interprets complicated financial information for bank clientsAdvises on procedures and financial management as well as developing policiesOversees financial reports for taxes, regulatory agencies, and other financial groups relating to branch financeForecasts and plans according to fiscal needsGrowing banks number of accounts

Role & responsibilities Job Description Advisory and Sales of Foreign Exchange, Derivatives and Risk Management Solutions to the Clients Actively sourcing new clients and engaging with existing ones on FX and Rates SolutionsExecuting client trades and keep track of their open positions and constantly advise the client on these positions on the basis of technical analysis, macro and micro economic and fundamental researchNegotiating and closing all documents as required from client to facilitate the Fx Business Collaborating with Trade and Relationship and other teams within the Bank to enhance business volumesPreferred candidate profile Minimum 3 years in Treasury advisory or Sales.

Manage Service & Operations of Flagship Branch.Review Branch Operations Reports and Control Reports.Responsible for updating regulatory display items for the branch.Maintain good Branch Service Index (Service Standards Score Card) & Branch Health Score Card (Operations Score Card) on Monthly basis.Track & Close Attachment Orders and Regulatory Notices i.e. receiving Notices Arranging required data & submission to the Authority in prescribed timelines.Track & close CRM for the Branch (virtual queries/complaint resolution & Leads assignment & closures)Co-ordination with Operating Agencies and Branches on day-to-day basis.Quality check for all Financial (FD RD Account opening) and Non-Financial (accounts maintenance) instructions to ensure quick processing at Back-end.Track Branch Leads, allocation and closure to participate in Branch Book improvement & profitability.Efficient management of Teller Counter for Cash & Non Cash Transactions.Efficient Lobby Management for Service related requirements of Branch Customers.Submission of Cash & Non Cash reporting for the Branch on time & ensure frequent monitoring of all over-aged cases (deferrals, TODs etc.)

Role & responsibilities Formulation & implementation of credit policy framework for Home Loan/LAP product within regulatory guidance & risk appetite of the bank. Tracking portfolio triggers, risk appetite level, NPA/write off trends, quality of static asset pool. Identify good/ bad segments, establish credit monitoring mechanisms to track the performance of the credit portfolio and proactively identify potential areas of concern. Ensuring adherence to credit Policy and guidance/ clarifications on policy parameters to stakeholders. Ensuring process & underwriting efficiencies through tech initiatives/digitalization. Ensure adherence to internal systems, controls & processes to ensure efficiency, risk management, operational risk management and compliance.Preferred candidate profile Perks and benefits

Role & responsibilities A Relationship Manager handles a group of NRI Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment ServicesThe job also included achieving all the budgets and revenues through third party sales, transaction maintenance.

Role & responsibilities Formulation & implementation of credit policy framework for Personal loan product within regulatory guidance & risk appetite of the bank. Tracking portfolio triggers, risk appetite level, NPA/write off trends, quality of static asset pool. Identify good/ bad segments, establish credit monitoring mechanisms to track the performance of the credit portfolio and proactively identify potential areas of concern. Ensuring adherence to credit Policy and guidance/ clarifications on policy parameters to stakeholders. Ensuring process & underwriting efficiencies through tech initiatives/digitalization. Ensure adherence to internal systems, controls & processes to ensure efficiency, risk management, operational risk management and compliance. Peer interaction and stakeholder engagement across locations product innovation through localized & segment specific norms, gather intelligence on competition products and processes and market landscape and utilize the same to enhance the credit policy framework and risk mitigation strategies. Support system changes to improve quality of data and ease of processes. Periodical health councils, management reviews, stakeholder reviews, monthly risk update/risk newsletters, stakeholder reviews. Ensuring adherence to Internal audit/RCSA/regulatory/compliance observations for process/policy improvement. Preparation of monthly newsletters and MIS and Present portfolio to senior management on a periodical basis Preferred candidate profile Perks and benefits

Role & responsibilities Relationship Management :Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customersDevelop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segmentIdentify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer walletGenerating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped client Investments To analyze financial needs of the customers and offer appropriate product with utmost transparency Audit & Compliance Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)Preferred candidate profile *** Need Desired experience into Mutual Funds, Third Party Products, Investments, HNI Acquisition Locations- Chandigarh / Mohali /Shimla / JalandharInterested Candidates Directly Reach out at soniya.gupta@v-konnect.comCall / WhatsApp on 8719887767References Would be Highly Appreciable

Role & responsibilities The role entails providing financial solutions to meet the requirements of the HNI customers and ensure value added customer service. The role will closely collaborate with the product and operations teams to drive effective customer acquisition, servicing and deepening. The role bearer is responsible for NTB non-resident clients and manage the relationship for a designated branch contributing to the larger branch banking channel objectives.

Role & responsibilities Strategy & P&L Management Maintains the Profit and Loss statement and Balance Sheet for the branch Executes the Branch Strategy in line with the overall Branch Banking strategy for the bank Sustained revenue generation for the branch through cross sell of TPP, RA and BB products Liabilities mobilization through CASA portfolio growth in the Branch Catchment Superior and Consistent Customer Service Ensures Efficient complaint management within specified TATs Drives high service scores Conducts customer engagement programs and marketing events Ensures proper implementation of CRM by the Sales, Relationship & BSD departments and to be reviewed at every interval Strengthening Systems, Controls and Processes Ensures Upkeep of the Branch and ATM and raises issues if required Liaises with respective teams for effective and efficient Fraud Management within the cluster Ensures branch compliance with Banks policies and processes Ensures timely submission of MIS reports Ensures safety and security of Bank and customer's assets Ensures Audit related deliverables both internal and external are met as per the prescribed norms Ensures Role clarity to employees in the branch and manage attrition Performance Management Tracks and monitors daily productivity and book movement of the branch Partners with the HCM Business partner for periodic review of performance of executives in the Branch and identify training needs if required People Management Monitors and enables the achievement of goals and key performance indicators for direct reports and ensures effective implementation of the performance management process in the section. Ensuring Training & Development Develops talent within the team by providing guidance, ongoing feedback, coaching and development opportunities to individuals to enable achievement of the defined goals. Risk and Internal Control Responsibilities Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal

Role & responsibilities Revenue Generation: - Achieve Banks objective in terms of earnings, assets, liabilities, credit quality etc. as per agreed budgets / targets from client relationship across all product groups Relationship Management: - Seek and acquire new client relationships by understanding the customers financial needs and provide suitable solutions in terms of providing bank products and services - Manage the client relationships by handling activities ranging from identifying clients financial needs, advising, structuring the deal, preparing the terms and conditions and closing the deal - Assess banking needs and risks for clients and manage client relationships accordingly to optimize risk-reward for the Bank Portfolio Management: - Structuring and restructuring of deals in such a way so that they meet the clients financial needs and requirement - Overseeing management of various portfolios handled by the section leaders and ensuring that the client accounts are competently handled Preferred candidate profile Perks and benefits

Job RequirementsJob Title Branch Manager-Rural Business Unit - Retail Banking Function – Rural Banking Job Purpose:The role entails managing and scaling up the Rural banking business for the branch by creating strategies to achieve growth targets for the branch by managing operations and resources in the most cost efficient and technology effective manner. It also entails developing constructive relationships with key local dealers and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. It is accountable to ensure expansion of branch footprint, product penetration and delivery of high-quality customer service. The role will closely collaborate with the product and operations teams to drive effective customer acquisition, servicing and deepening. It includes building up teams, systems, process and culture relevant to the branch network scale. Roles & Responsibilities: Own the liabilities for the branch and direct all operational aspects including distribution operations, customer service, administration and sales.Responsible for working towards achieving sustainable profitability for Liabilities sales of the branch.Custodian of people, processes and documents for the branch; expected to manage the liabilities for the branch and work towards achieving sustainable profitability.Manage a team of assistant branch managers and relationship officers to drive client acquisition, deepening of existing relationships and addressing all needs of customers by providing gamut of banking services.Assess and monitor portfolio quality and loan limits, Conduct field audits and customer verifications.Achieve productivity, efficiency, financial (budget and cash flow), customer service targets and ensure statutory compliance for the branch.Assess local market conditions and identify current and prospective sales opportunities.Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs.Adhere to high ethical standards and comply with all regulations/applicable laws.Cultivate relationships with individual and corporate customers.Spearhead manpower planning, recruitment and training processes for both on-roll and off-roll employees to ensure high performing talent across levels.Develop and implement livelihood advancement and community development initiatives.Bring out the best of branch’s personnel by providing training, coaching, development and guidance.Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its implementation to improve overall operational efficiency.Collaborate with other branch departments and functions to provide products and service offerings to the customer.Secondary Responsibilities:Spearhead manpower planning, recruitment and training processes for all employees to ensure high performing talent across levels.Develop and implement livelihood advancement and community development initiatives.Bring out the best of branch’s personnel by providing training, coaching, development and guidance.Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its implementation to improve overall operational efficiency.Collaborate with other branch departments and functions to provide products and service offerings to the customer.Managerial & Leadership Responsibilities:Mentor and coach senior team members to percolate ethos of customer centricity, innovation, compliance and integrity.Create environment for team to focus on automation and digital enablement to fulfil customer’s needs holistically.Attract & retain best-in class talent to meet Bank's rapid growth targets.Key Success Metrics:CASA and TD growth targets, customer acquisition targets. Educational Qualifications:Bachelors in Math’s / Commerce / Arts / Science / Biology / Business / Computers / Engineering / Management / any other.Experience:5 to 10 years of relevant experience in Rural Branch Banking or allied Business.

Role & responsibilities Prepares financial statements and analysis for branchManages and supervises department employees; responsible for day-to-day supervision and leadershipMaintains and oversees all banking procedures and processesRecruiting, vetting, interviewing, and hiring new employeesOverseeing approvals of loans, lines of credit, and other fiscal plansAssisting with customer service and satisfactionMarketing branch within the community to attract businessRecords and researches all financial information for analysisOversees budget reports, preparation of budgets, and analysis of budgetsDocuments and interprets complicated financial information for bank clientsAdvises on procedures and financial management as well as developing policiesOversees financial reports for taxes, regulatory agencies, and other financial groups relating to branch financeForecasts and plans according to fiscal needsGrowing banks number of accounts

Role & responsibilities Acquisition of Newto–Bank MSME relationships through the CRM and Knowledge Banking approach.• Regularly Engage with colleagues in Branch Banking, MSME Associations Office Bearers which shall help in meeting Min. 2 MSME Clients on daily basis.• Build Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients• Build Liability Book comprising of Current Accounts, Saving Accounts and Fixed Deposits by offering various Trade and Transaction products like Cash Management Services, Trade and Treasury Products.• Enhance Book Profitability and Client stickiness by consistently seeking an opportunity to expand share of wallet of the customer base through Cross Sell of POS (Merchants) Machines, Salary Accounts for employees, Insurance (both Life and Non-Life) and various other Wealth Management Products• Collaborate with the Risk, Operations and service teams to ensure delivering better TAT of Loans delivery and smooth on-boarding of the client• Meeting the Targets - Both in respect of bottom line as well as top line by constantly enhancing the Productivity.

Conduct investigations and submission of findings to the Team Leader - SAR.Identify process lapses/control weaknesses and recommend improvements/ suggestions to plug the same.Follow up for closure of action points emanating from various Investigation reports.Preparation of various MIS for submission to Senior and Top Management.Assist in keeping relevant processes benchmarked to best practices and peer banks.Assist in keeping Vigilance policy current and updated.

Role & responsibilities Superior Service Delivery: Service Anchor will ensure delivery of superior service to wealth clients through:First Time Right on all internal and external processes regarding banking and investment requirements of mapped clientsTake ownership for end to end closure and delivery of service to wealth clients through coordination for service and transactional requirementsProvide a product and process level expertise to wealth clients to ensure that service standards are metService Support of the RM for Client: Ensure continuity of client engagement on the service delivery front in case of unavailability of RM due to various RM leave, Attrition Gap Period. During the RM absence, while the sales and productivity is deferred, continuity is engagement is critical on the service front in order to ring fence the client. This is even crucial considering that most attriting RMs join the competition.Pro-active Service Responsibility and Ownership: Success of client service delivery forms a key base for bank ability to engage with client on channel activation and cross sell. Making a pro-active engagement with clients over phone just to take stock of overall service satisfaction or solve any pending service grievance will go a long way to ensure service satisfaction for wealth clientsCreate auto model for eliminating escalations: Service Anchor is required to ensure all service delivery issues of wealth clients resolved at branch level with near zero escalations.Personal Integrity: Maintain customer privacy & ensure that there is no compromise on customer information with third party. Maintain & follow Yes Personality guidelines & keep oneself updated with basic Banking regulations/knowledge.Team Work : Being proactive to take on work to balance the team workload without compromise on core deliverables & able to communicate well with staff of all levels

Role & responsibilities Roles & Responsibilities:Handle a team of Senior Product Managers and Product ManagersCollaborative with different departments and create a best-in-class digital journey for the Gold Loan SegmentEmpower Sales Leadership with New Product and Product InnovationTrain partners on product & policyBusiness trend analysis and exploring new avenues to generate more businessDriving contests and R&R - Managing Compliance and Audit queries for the business Empowering the Sales Team with the required support to achieve the budgeted numbersRecommend process changes in order to improve service efficiency and quality across the assigned areaBudget and P & L locations wise as well as business segments wise to be preparedLeverage in-house synergies through collaboration with internal stakeholdersManagerial & Leadership Responsibilities:Champion Bank customer culture by driving the team to take up high degree servicing norms to ensure absolute customer delight Attract and retain best-in-class talent for key roles in their reporting structure Monitor key parameters on employee productivity, hiring quality and attrition rates and make necessary improvements

Role & responsibilities Prepares financial statements and analysis for branchManages and supervises department employees; responsible for day-to-day supervision and leadershipMaintains and oversees all banking procedures and processesRecruiting, vetting, interviewing, and hiring new employeesOverseeing approvals of loans, lines of credit, and other fiscal plansAssisting with customer service and satisfactionMarketing branch within the community to attract businessRecords and researches all financial information for analysisOversees budget reports, preparation of budgets, and analysis of budgetsDocuments and interprets complicated financial information for bank clientsAdvises on procedures and financial management as well as developing policiesOversees financial reports for taxes, regulatory agencies, and other financial groups relating to branch financeForecasts and plans according to fiscal needsGrowing banks number of accounts

Roles & Responsibilities:Develop Connector Activation & Business GrowthDevelop and implement a structured connector activation strategy to drive business volumes.Work closely with multiple Business Units (BUs) across the bank to identify cross-sell and upsell opportunities.Optimize the end-to-end connector lifecycle, ensuring seamless onboarding, activation, and retention.Regularly track connector activity levels and implement interventions to improve performance.Cross-BU Collaboration & Business ExpansionAct as a central coordinator between various BUs, ensuring that all teams contribute to increasing connector engagement.Develop and drive cross-pollination strategies, enabling different teams to leverage the connector ecosystem for business growth.Identify and implement new initiatives to improve connector contribution across financial products.Connector Engagement & CampaignsDesign and execute connector engagement initiatives to boost participation and activation.Work with the marketing and sales teams to create compelling engagement strategies.Continuously evaluate the effectiveness of connector outreach efforts to ensure they drive meaningful business outcomes.Performance Monitoring & Strategic PlanningTrack key performance indicators related to connector activation, engagement, and business contribution.Develop insight-driven strategies to improve channel efficiency and optimize partner performance.Provide senior management with regular reports on connector growth, engagement trends, and business impact.

Hiring for a Pvt. Bank !!Profile- Branch ManagerLocation- NashikProduct- Retail Liability Job ResponsibilitiesResponsible for the administration and efficient daily operation of a full service branch office, including CASA, lending, product sales, customer service, and security and safety in accordance with the Bank's objectives. Responsible to manage & oversee complete branch activities like: sales, transactions, documentations, business development & team management. Manage a team of relationship officers to drive client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship. Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship. Maintain AOP (Annual Operating Plan) for the financial year i.e. to prepare and track product (liability, assets and fees) wise weekly/monthly reviews of sales. Monitor & monitor collections and recoveries of repayments against loans. Conduct field audits and customer verifications. Achieve productivity, efficiency, financial (budget and cash flow), customer service targets and statutory compliance for the branch. Coach and mentor field officers. Maintenance of branch assets. Assess and monitor portfolio quality and loan limits. Develop and implement livelihood advancement and community development initiatives. Interested one can share cv on email- mukesh.dhawan@v-konnect.com

Role & responsibilities Prepares financial statements and analysis for branchManages and supervises department employees; responsible for day-to-day supervision and leadershipMaintains and oversees all banking procedures and processesRecruiting, vetting, interviewing, and hiring new employeesOverseeing approvals of loans, lines of credit, and other fiscal plansAssisting with customer service and satisfactionMarketing branch within the community to attract businessRecords and researches all financial information for analysisOversees budget reports, preparation of budgets, and analysis of budgetsDocuments and interprets complicated financial information for bank clientsAdvises on procedures and financial management as well as developing policiesOversees financial reports for taxes, regulatory agencies, and other financial groups relating to branch financeForecasts and plans according to fiscal needsGrowing banks number of accounts

Role & responsibilities Team Leadership: Lead, mentor, and coach the relationship banking team to achieve individual and team targets. Provide guidance on relationship management techniques and customer service standards.Client Relationship Management: Develop and maintain strong relationships with high-value clients. Understand their financial needs and objectives to offer tailored banking solutions and maximize revenue opportunities.Business Development: Drive business growth by acquiring new customers and expanding the bank's market share. Collaborate with product teams to introduce innovative banking products and services.Risk Management: Ensure compliance with regulatory requirements and internal policies. Implement effective risk management practices to mitigate potential risks associated with client relationships and transactions.Performance Monitoring: Monitor key performance indicators (KPIs) and financial metrics to assess the performance of relationship banking activities. Take proactive measures to address any deviations from targets.Market Intelligence: Stay updated on market trends, competitor activities, and industry developments. Leverage market insights to identify opportunities for business expansion and strategic partnerships.Cross-functional Collaboration: Collaborate with internal stakeholders, including product managers, credit risk analysts, and operations teams, to streamline processes and deliver seamless banking experiences to clients.

Available Locations:-Ludhiana, GurugramRole & responsibilities:- - Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers.- Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet - Generating Incremental Business.- Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.- Proactively sell the full range of consumer and commercial product to current and potential Relationships.- Increase CASA balance in allocated portfolio either through Deepening or Acquisition.- Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank - Customer Engagement.- Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values.- Face to the client and First person Responsible for service and sales satisfaction of mapped clients - Investments.

Revenue Generation and Team Handling Achieve Banks objective in terms of earnings, assets, liabilities, credit quality etc. as per agreed budgets / targets from client relationship across all product groups Relationship Management Seek and acquire new client relationships by understanding the customers financial needs and provide suitable solutions in terms of providing bank products and services Manage the client relationships by handling activities ranging from identifying clients financial needs, advising, structuring the deal, preparing the terms and conditions and closing the deal Assess banking needs and risks for clients and manage client relationships accordingly to optimize risk-reward for the Bank Communication/PR of Banks products Undertakes brand communication initiatives for designated products Communicates product positioning messaging that differentiates YES Bank’s products in the market Market Research Illustrates understanding of consumers, competition and current market conditions through primary and secondary researchCredit Appraisal Appraisal of the proposals involving detailed analysis of Income Statement, Balance Sheet, Financial Ratios, Cash Flows, Management Risk, Industry Risk, Economic conditions Documentation and Compliance To maintain high quality standards of documentation, client communication, process compliance, ongoing basis with product partners / OSD / Risk Management and other Relationship Management group Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.Risk and Internal Control Responsibilities Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by departmental manager. Executes the established internal control systems and compiles the relevant information for departmental audits, as necessary.

Role & responsibilities Assists a team of 12-15 phone banking officersExtremely focused on Sales after Service” aspectFocusses on service quality and customer satisfaction by proactive escalation handlingHandles end to end complaints management by ensuring timely closure of customer complaintsResponsible for driving NPS from inbound interactions, monitor performance of the team members and strives for operational efficiency by keeping a track on call abandoned ratio, average handling time of each officer, repeat callers etc.Motivates the team towards generating revenue from various cross-selling products on each interaction.Conducts need based training programs to enhance the skill sets of the team and to keep them updated with company’s latest products and processesPrepares MIS (daily, weekly, monthly) to provide feedback to the top management

Role & responsibilities Lead and guide a team of acquisition managers in designated areas for Salary Account acquisition Ensure adherence to the acquisition process during daily sales calls for comprehensive market coverage Oversee the activation and usage of Salary Accounts, meeting assigned activation targets. Educate and update team members on Salary Account products to maintain product knowledge Promptly address customer queries related to Salary Accounts for high satisfaction levels. Optimize team staffing to minimize attrition and ensure operational efficiency. Manage operations with a customer-centric approach, focusing on Salary Account holders' needs Evaluate growth strategies for acquiring Salary Account customers using competitor analyses and feedback Implement process changes to enhance service quality specifically for Salary Account acquisition and servicing Support teams by monitoring key performance parameters and providing necessary resources for achieving Salary Account acquisition targets

Role & responsibilities -Screening resumes-Performing phone interviews with candidates-Making recommendations to company hiring managers-Coordinating interviews with the hiring managers-Following up on the interview process status-Maintaining relationships with both internal and external clients to ensure staffing goals are achieved-Completing timely reports on employment activitiesPreferred candidate profile 3 months to 5 years of experience into recruitments (BFSI preferred) Understanding of job portals Fresher with good understanding can also applyPerks and benefits - Monthly Incentives + ContestWork from home