banking officer

HRQUADRANT

Position Title -Banking officer- Banca Channel Location: Kerala Company: A leading Life insurance company. Overview: As a Financial Service Consultant in the Banca Channel, you will be responsible for engaging with customers through our banking partners to offer them personalized life insurance solutions tailored to their financial needs. You will play a crucial role in building strong relationships, providing expert advice, and promoting our products to enhance customer satisfaction and drive business growth.Roles and Responsibilities: <ul><li>You will get customer leads from the bank.</li><li>Build rapport and establish trust with customers through proactive communication, needs analysis, and personalized financial planning sessions.</li><li>Conduct regular follow-ups and reviews to deepen relationships, address customer inquiries, and provide ongoing support.</li><li>Present and promote the range of life insurance products and services to customers, highlighting their features, benefits, and suitability based on individual financial goals and risk profiles.</li><li>Cross-sell and upsell additional products and services to maximize revenue opportunities and enhance customer value.</li><li>Educate customers on the importance of life insurance and financial planning, empowering them to make informed decisions to protect their families and secure their financial future.</li><li>Stay updated on industry trends, market developments, and regulatory changes affecting the insurance sector, incorporating relevant insights into sales practices and customer interactions.</li></ul>We're looking for someone with: <ul><li>Bachelor's degree in business administration, marketing, or related field. MBA preferred.</li><li>Minimum 1 year of experience in sales, preferably in the insurance industry, with a proven track record of achieving targets.</li><li>Excellent communication, negotiation, and interpersonal skills, with the ability to build rapport with diverse stakeholders.</li><li>Sound knowledge of insurance products, sales techniques, and market dynamics.</li></ul>NJob Type: Full-timePay: &#8377;25,000.00 - &#8377;33,000.00 per monthBenefits:<ul><li>Cell phone reimbursement</li><li>Health insurance</li><li>Life insurance</li><li>Paid sick time</li><li>Provident Fund</li></ul>Application Question(s):<ul><li>Is it your age under 30 ?</li></ul>Education:<ul><li>Bachelor's (Required)</li></ul>Experience:<ul><li>minimum: 1 year (Required)</li></ul>Location:<ul><li>Kannur, Kerala (Required)</li></ul>Willingness to travel:<ul><li>75% (Required)</li></ul>Work Location: In person

Banking Officer

City National Bank of Florida

Overview: About the Role Are you passionate about building relationships with high-net-worth clients and delivering exceptional financial solutions? As a Private Banking Officer, you'll serve as a trusted advisor to a portfolio of affluent clients, including attorneys, CPAs, physicians, and entrepreneurs. You'll drive business growth by developing new loans and deposit relationships, cross-selling bank products, and providing unparalleled client service. This role is ideal for a seasoned professional with strong lending expertise, relationship management skills, and a commitment to excellence. What You'll Do: <ul><li> Build Relationships: Manage and grow a portfolio of high-net-worth clients by developing new relationships and deepening existing ones. </li><li> Drive Results: Meet or exceed individual sales and retention goals by expanding loans, deposits, and cross-selling bank products like Treasury Management Services. </li><li> Deliver Solutions: Structure, negotiate, and close complex loan transactions while ensuring a deposit component is included in every new relationship. </li><li> Provide Exceptional Service: Respond promptly to client requests, delivering efficient and personalized service to meet their financial needs. </li><li> Collaborate: Partner with internal teams (Risk Officers, Treasury Management, Client Services) to deliver a seamless, full-service client experience. </li><li> Manage Risk: Review and underwrite loan requests, monitor portfolio quality, and proactively address potential issues to minimize risk and ensure compliance. </li><li> Engage in the Community: Represent the bank at social functions, business development events, and through association memberships to grow the Private Client Group clientele. </li></ul>Qualifications:<ul><li> What We're Looking For <ul><li> Experience: 8-10 years of lending experience, with a proven track record of developing new loans and deposit business. Formal credit training preferred. </li><li> Skills: Strong relationship management, sales, and marketing skills. Ability to structure and negotiate complex loan transactions. </li><li> Education: Bachelor's degree in Business, Finance, or a related field required. Master's Degree, preferred. </li><li> Client Focus: Commitment to delivering the highest level of client service with prompt and efficient responses to client needs. </li><li> Knowledge: Strong understanding of financial products, credit policies, and the private banking market. </li></ul> Why Join Us? <ul><li> Be part of a team that values innovation, collaboration, and client success. </li><li> Enjoy opportunities for professional growth and development. </li><li> Make a meaningful impact by helping high-net-worth clients achieve their financial goals. </li></ul></li></ul>Education:<ul><li> Bachelor's degree in Business Administration, or an equivalent combination of education and relevant professional experience, may be considered. </li></ul>Special information to candidates:<ul><li> Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. </li><li> Please view Equal Employment Opportunity Posters here . </li><li> The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) </li><li> Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at . </li></ul>

Private Banking Officer Senior - Legal/Law firm Group

Confidential Company

<ul><li>Act as the primary liaison between the company and all partner banks.</li><li>Manage the opening, modification, and closure of company bank accounts.</li><li>Coordinate with banks for fund transfers, settlements, and remittance arrangements.</li><li>Conduct initial review of banking agreements, service contracts, and legal clauses to highlight key terms, obligations, and compliance requirements before legal/management approval.</li><li>Monitor daily liquidity positions and coordinate fund movements with the Treasury team.</li><li>Maintain updated KYC documentation and respond to bank compliance queries promptly.</li><li>Negotiate and track service charges, exchange rates, and transaction fees with banking partners.</li><li>Support periodic audits and regulatory reviews with necessary banking documentation.</li><li>Investigate and resolve operational or settlement issues with banks.</li><li>Build and maintain strong, professional working relationships to ensure reliable support and service.</li></ul>

Banking Relations Officer

Early Approve Commercial Broker

We are looking for dynamic and self-driven Personal Loan Sales Executives with prior DSA experience in the UAE to join our Mashreq Bank channel. The ideal candidate should have a strong background in personal loan sales, excellent communication skills, and a proven ability to meet and exceed sales targets.Key Responsibilities:<ul><li>Promote and sell Mashreq Bank Personal Loan products to salaried customers.</li><li>Generate business through direct sales, referrals, cold calling, and field activities.</li><li>Collect and verify required documentation as per Mashreq Bank and company policy.</li><li>Ensure complete and accurate application processing in coordination with the back-office team.</li><li>Maintain compliance with bank and regulatory guidelines at all times.</li><li>Achieve monthly sales targets set by the management.</li><li>Build long-term relationships with customers and contribute to repeat business.</li></ul>Requirements:<ul><li>Minimum 1 year of UAE experience in Personal Loan sales (DSA channel) &ndash; mandatory.</li><li>Strong knowledge of UAE banking products and loan processes.</li><li>Excellent communication, negotiation, and interpersonal skills.</li><li>Proven track record of achieving or exceeding sales targets.</li><li>Positive attitude, target-oriented mindset, and ability to work under pressure.</li><li>Should be currently based in the UAE.</li><li>Candidates with experience in Mashreq, ADCB, RAKBANK, or Emirates NBD loan products will have an added advantage.</li></ul>Education:<ul><li>Minimum: Bachelor&rsquo;s Degree in any field.</li></ul>Compensation &amp; Benefits:<ul><li>Fixed Monthly Salary: AED 4,000 &ndash; 6,000 (depending on experience and performance)</li><li>Attractive Incentive Plan:</li><li>High incentives based on performance and volume of disbursals.</li><li>Other Benefits:</li><li>Employment Visa</li><li>Medical Insurance</li><li>Performance-based bonuses and growth opportunities</li><li>Regular training and support from bank representatives</li></ul>Job Types: Full-time, PermanentPay: AED3,000.00 - AED6,000.00 per month

Banking Relationship officer

United Arab Bank

<div>
 
 
 Job Purpose
 
 :
 
 
 
 
 
 The Sales and Service Officer plays a key role in driving UAB&rsquo;s Retail Banking growth by acquiring new customers, cross-selling products, meeting targets for Credit Cards, Loans, Top-ups, Islamic Finances and onboarding new customers. The role ensures excellent customer service and contributes to a positive customer experience by addressing inquiries and resolving issues promptly, while promoting the bank&rsquo;s products and services as appropriate, and maintaining compliance with CPR regulations ensuring the overall success of branch banking services.
 
 
 
 
 
 
 Principal Accountabilities
 
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 Customer Service
 
 :
 
 
 Deliver high-quality, courteous, and efficient service to customers, ensuring a positive banking experience. Act as the first point of contact, providing a professional and welcoming environment. Address customer inquiries, resolve issues promptly and escalate complex concerns to appropriate channels as needed, while promoting the bank&rsquo;s products and services. Treat customers fairly and ensure to adherence to CPR regulation and specially handling people of determination and customer complaints.
 
 
 
 
 
 
 Account Maintenance
 
 :
 
 
 Provide full account services including assisting with account opening, closure, KYC updates, loan/financing settlements, credit card cancellations and handling ATM related inquiries and requests to ensure all documentation is accurate and complete while delivering exceptional service across all banking products and services.
 
 
 
 
 
 
 Product Knowledge
 
 :
 
 
 Maintain comprehensive up to date knowledge of the bank&rsquo;s full range of products and services, including loans/financings, credit cards, deposits, insurance, digital banking and Islamic banking solutions. Understand product features, benefits, terms, and eligibility criteria to effectively address customer inquiries and provide personalized recommendations. Stay informed about new product launches, policy updates and market trends to proactively meet customer needs and contribute to achieving branch targets. Collaborate with colleagues to share insights and ensure consistent messaging about the bank&rsquo;s offerings.
 
 
 
 
 
 
 Customer Retention
 
 :
 
 
 Build and maintain strong relationships with customers by delivering exceptional service and addressing their needs effectively and act as a trusted advisor offering guidance on financial decisions and ensuring customers feel valued and supported, contributing to higher retention rates. Proactively follow up on customer feedback, resolve issues promptly to enhance their overall experience and loyalty. Educate customers about value added services and alternative channels, such as mobile banking and self-service options to improve customer satisfaction.
 
 
 
 
 
 
 Complaint Resolution
 
 :
 
 
 Handle customer complaints professionally and efficiently by actively listening, understanding their concerns and providing timely solutions. Ensure all complaints are resolved in line with bank policies and escalate complex issues to the appropriate department when necessary. Maintain clear communication with customers throughout the resolution process to ensure their satisfaction and reinforce trust.
 
 
 
 
 
 
 Compliance and Risk Management
 
 :
 
 
 Ensure strict compliance with bank policies, procedures, and regulatory requirements, including all Central Bank regulations, to protect customer information and assets. Identify and report suspicious transactions or potential fraud in line with the bank&rsquo;s anti-money laundering (AML), know your customer (KYC), and risk management procedures. Adhere to all guidelines to ensure timely account or asset closures and meet the required turnaround time (TAT). Ensure compliance to CBUAE regulations at all times as applicable.
 
 
 Compliance and Adherence to Consumer Protection Regulation and Standards:
 
 <ul>
 <li>
 Ensure that CPR guidelines are being followed 100% at all times. Any breach identified is reported to Head of Consumer Protection immediately.
 </li>
 <li>
 Ensure all trainings related to CPR are completed. This also includes Islamic banking and Sharia training.
 </li>
 <li>
 Ensure adherence to the guideline for people of determination and vulnerable people.
 </li>
 <li>
 Ensure customer complaints are logged and resolved on timely basis.
 </li>
 </ul>
 
 
 
 
 
 Record Keeping and Documentation
 
 :
 
 
 Maintain accurate records of transactions and ensure proper documentation of all activities. Follow internal procedures for filing and reporting as per the bank&rsquo;s standards for audits and compliance.
 
 
 
 
 
 
 Cross-Selling and Recommendation
 
 :
 
 
 Identify customer needs and recommend the bank&rsquo;s products and services that may enhance the customer&rsquo;s banking experience. Refer customers to branch manager or specialized departments when appropriate.
 
 
 
 
 
 
 Team Collaboration
 
 :
 
 
 Work collaboratively with branch staff to support overall branch operations and customer satisfaction. Communicate effectively with team members, sharing insights and information to improve processes and address any customer issues collectively. Foster a positive work environment by supporting colleagues and contributing to a team-focused culture.
 
 
 
 
 
 
 Continuous Improvement
 
 :
 
 
 Actively participate in training and development programs to enhance knowledge of bank products, policies, and customer service standards. Provide feedback to improve processes and customer service delivery with an emphasis on compliance, risk management, and customer protection.
 
 
 
 
 
 
 Technology Proficiency:
 
 
 
 Efficiently use the bank&rsquo;s digital platform efficiently to process transactions and manage customer queries, ensuring high productivity and service efficiency. Actively promote alternative channels such as the digital lobby, mobile banking and internet banking to enhance the customer experience and encourage customers to adopt convenient banking solutions.
 
 
 
 
 
 
 Job Requirement (Qualification/Experience)
 
 :
 
 
 
 
 <ul>
 <li>
 A Bachelor&rsquo;s Degree in Business Administration, Finance, Accounting or related field.
 </li>
 <li>
 Additional certifications in banking or customer service.
 </li>
 <li>
 Minimum 2- 3 years of experience in a retail banking or branch banking environment.
 </li>
 <li>
 Proven track record in customer service and sales roles.
 </li>
 <li>
 Strong interpersonal and communication skills.
 </li>
 </ul>
 
 
</div>

Sales & Service Officer, Branch Banking - Dubai, Retail Banking

Sales & Service Officer, Branch Banking - Abu Dhabi, Retail Banking

IDFC FIRST Bank

<div>
 
 Job Requirements
 
 
 
 
 Job Requirements
 
 
 
 
 Role/Job Title:
 
 Associate Relationship Manager-Micro Enterprise Loan(MEL)
 
 
 
 Function/Department:
 
 Rural Banking
 
 
 
 Job Purpose
 
 
 
 The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support Relationship Manager in identifying Business owners / entrepreneurs in the defined catchment and assessing their business loan needs. The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
 
 
 
 Roles &amp; Responsibilities
 
 
 
 <ul>
 <li>
 Manage zoning activity to map household needs in villages and areas allocated.
 </li>
 <li>
 Conduct end-user checks as specified post disbursal of loans while achieving monthly and annual group loan booking targets.
 </li>
 <li>
 Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements.
 </li>
 <li>
 Contribute to penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer.
 </li>
 <li>
 Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship.
 </li>
 <li>
 Nudge behavioral changes in customers to drive them towards online banking.
 </li>
 <li>
 Maintain high collections efficiency through discipline and drive.
 </li>
 <li>
 Monitor preparation of accurate documentation of loans and saving account.
 </li>
 <li>
 Coordinate with operations officer to ensure timely and accurate data entry.
 </li>
 <li>
 Ensure compliance as per the bank requirements.
 </li>
 <li>
 Conduct field audits and customer verifications to ensure high quality of accounts.
 </li>
 <li>
 Gather latest Market intelligence and track and benchmark against best practices in competitor banks.
 </li>
 <li>
 Recommend process changes in order to improve service efficiency and quality across the branch network.
 </li>
 <li>
 Provide support for implementation of livelihood advancement and community development initiatives.
 
 
 </li>
 </ul>
 
 Education Qualification
 
 
 
 Graduation: BA / BCom / BSc / BBA / BCA / BE / BTech or any other graduate.
 
 
 
 Experience:
 
 0 to 1 years of relevant branch banking experience.
</div>

Associate Relationship Manager-MEL

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