Senior Associate| Team Lead Affluent Relationship Manager| Consumer Banking Group

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HDFC Bank


HDFC Bank careers Account Executive Jobs
HDFC Bank • Odugathur, Tamil Nadu • via Search For Jobs Hiring In India - 2024
4 hours ago
₹35K–₹40K a month
Full–time, Part-time and Contractor
No Degree Mentioned
Apply on Search For Jobs Hiring In India - 2024
Job description
Job Description

One of leading privet sector bank, HDFC Bank limited currently hiring for account executive jobs in velr, vellore, tamil nadu, for more information have a look below jobs details, eligibility and how to get register for HDFC Bank career in velr, vellore, tamil nadu

HDFC BANK Accountant Jobs near me in velr, vellore, tamil nadu

Leading HDFC Careers for Fresher / Experienced candidate for account executive Jobs in velr, vellore, tamil nadu

Post Title: Account Executive Jobs in Bank

Department: Operation/Back office Jobs

Industry: Banking & Financial Services Jobs

Salary (Gross)– 18,500/- to 27,000/-

Experience– Freshers Jobs & Experience.

Candidature required– Qualification- 12th or Graduation (Any Freshers can apply )

Age– 18 to 40 Years

Job Responsibilities for HDFC BANK account executive jobs in velr, vellore, tamil nadu
• Manage all accounting transactions for instance
• Meanwhile prepare budget forecasts
• Publish financial statements in time to clarify
• Handle monthly, quarterly and annual closings
• Reconcile accounts payable and receivable in short
• Ensure timely payments
• Manage balance sheets during fin year.
• Report on the company’s financial health and liquidity
• Reinforce however financial data confidentiality and conduct database backups when necessary
• Comply with financial policies and regulations similarly

Candidate Eligibility Criteria’s for HDFC Bank Jobs for velr, vellore, tamil nadu:
• Excellent knowledge of accounting regulations and procedures, For example the Generally Accepted Accounting Principles
• Hands-on experience with accounting software – Tally ERP ++
• Knowledge of MS Excel skills including Pivot Tables
• Above all and strong attention to detail and good analytical skills

How to register for HDFC Bank Recruitment in velr, vellore, tamil nadu
• Firstly, upload your resume
• Fill all details carefully,
• Submit application & documents (Likewise required docs only)
• Wait for call from HR Manager for interview.

Apply Now

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“Note: HDFC Bank or BJNM does not ask for any money from potential recruits. Readers and/or interested/prospective candidates should be cautious about any correspondence or person who promises them a job/job interview in return for money. contact us for any support”
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DBS Bank


Senior Associate, Team Lead Affluent Relationship Manager, Consumer Banking Group
DBS Bank • Tamil Nadu • via Indeed
12 hours ago
Full–time
Apply on Indeed
Job description
Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you.
Job Purpose
• Team Lead - Affluent is responsible for leading the Affluent Relationship Manager team to achieve exceptional growth in New to Bank (NTB) DBS Treasures clients. This role involves strategizing and overseeing the execution of sales and relationship management activities, ensuring high customer satisfaction, and meeting the bank's financial targets through effective team leadership and cross-functional collaboration.

Key Accountabilities
• Lead and mentor a team of Affluent Relationship Managers to effectively implement a needs-based strategy for attracting and engaging NTB Treasures clients.
• Work with the marketing team to enable events and client engagements to assist lead generation for NTB acquisition
• Monitor and drive team performance to achieve targets in new client acquisition, revenue growth, and product cross-sell, specifically in Insurance, Foreign Exchange, and Investments.
• Ensure high standards of customer service and compliance with regulatory and internal policies across the team.
• Foster a culture of digital innovation within the team to enhance efficiency and customer experience.
• Develop and maintain strong relationships with internal stakeholders to support business objectives and seamless client service.

Job Duties & responsibilities
• Oversee the acquisition strategies for NTB clients, ensuring alignment with the bank’s growth objectives and service standards.
• Review and analyze team performance metrics to identify areas for improvement and implement strategies to achieve financial targets for Treasures Segment.
• Ensure adherence to all compliance, AML, and KYC guidelines within the team, conducting regular reviews and training.
• Promote the use of digital banking tools and platforms among team members and clients to enhance accessibility and service delivery.

Required Experience
• Minimum 10 years of experience with atleast 3 year of experience in in managing teams within Premium Banking or Wealth Management.
• Proven track record of leading successful teams in achieving sales targets and expanding client relationships.
• Extensive knowledge of wealth management products and the financial services industry in India.
• Sound understanding of financial planning and wealth management products in India
• In-depth knowledge of local market and competition
• AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage

Education / Preferred Qualifications
• Graduate / Post Graduate with MBA

Core Competencies
• Exceptional leadership and team management skills
• Strong strategic thinking and problem-solving abilities
• Excellent communication and interpersonal skills

Technical Competencies
• Adept at sales strategies and business development in the wealth management space
• Proficient in financial planning, wealth management, and regulatory compliance.
• Expertise in client relationship management and network expansion.

Work Relationship
• Direct leadership of the Affluent Relationship Manager team.
• Collaborate closely with other Team Leads, Product Specialists, and Senior Management to align strategies and optimize client solutions.
• Closely collaborate Leaders in Branch Banking and SME Business to explore opportunities for referrals

Mandatory Training
• GCAP (Group Customer Acceptance Policy)
• BCAP (Business Customer Acceptance Policy)
• AML (Anti Money Laundering) and KYC Guidelines
• PIP (Personal Investment Policy)
• ORM (Operational Risk Management)
• Information Security Policy

DBS India - Culture & Behaviors
• Performance through Value Based Propositions
• Ensure customer focus by delighting customers & reduce complaints
• Build pride and passion to protect, maintain and enhance DBS’ image and reputation
• Enhance knowledge base, build skill sets & develop competencies
• Execute at speed while maintaining error free operations
• Maintain the highest standards of honesty and integrity

Apply Now
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.