244 Banking Manager jobs in India
Associate Vice President Corporate Employee Banking Manager
Posted 1 day ago
Job Viewed
Job Description
Brand: HSBC
Area of Interest: Branch and Retail Banking
Location:
Gurugram, HR, IN,
Work style: Office Worker
Date: 19 Oct 2025
Some careers open more doors than others.
If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Role Purpose
+ To drive the strategy of RBWM corporate salary proposition for the allocated market
+ To acquire, maintain relationships and increase product penetration within corporates by engaging with Key Influencers
+ To ensure that the quality of the corporates acquired are in line with the strategic focus of the Bank
+ To liaise with the Group businesses(CMB & GB), MSF central team and CVM to focus efforts to increase HSBC product penetration within employees of the corporate
+ To manage portfolio profitability by aligning sourcing strategy with the Groups target customer segment (Premier, Advance)
+ Develop a robust, diligent and compliant sales channel
+ To liaise with product and support teams on a constant basis to enhance customer offerings and service delivery
+ To adhere to TCF guidelines and handle complaints effectively and within specified TAT
+ Manage, lead and motivate a team of highly mobile sales staff.
+ Ensure delivery of a consistently excellent customer experience.
+ Lead a mobile sales team to focus on activities to expand HSBC's new to wealth acquisition.
+ Focus on striving to develop new relationships outside HSBC that will deliver sustainable growth and profitability.
+ Manage, lead and motivate a team of highly mobile sales staff.
+ Ensure delivery of a consistently excellent customer experience.
+ Lead a mobile sales team to focus on activities to expand HSBC's new to wealth acquisition.
+ Focus on striving to develop new relationships outside HSBC that will deliver sustainable growth and profitability.
+ Ensures fair outcomes for customers are delivered in all situations.
Principal Accountabilities:
Financial & Strategic
+ Work closely with both the GB/CMB RMs and MSF Business Development Managers (BDM) to engage with key decision makers of target corporates. Actively participate in presenting the HSBC CEP proposition with the objective to empanel them for the salary proposition
+ Focus on quality of corporates acquired basis sharp company profiling and increased penetration of HSBC products within their employee base
+ Increase penetration of the corporates employee salary accounts with HSBC in the desired customer segments (Premier, Advance)
+ Work with product specialist sales teams (mortgage, Premier Hunters, Cards, Mgr Cross Sell) to conduct corporate presentations and activities focusing on specific products with the objective to successfully generate leads
+ Make corporate work site marketing activities(WSMs) more interactive and effective
+ Drive the overall asset strategy of RBWM within the corporate space by identifying under penetrated opportunity segments, showcasing HSBCs offering and driving growth.
+ Consistent delivery of the operating plan across all key products (Advance, PIL Cards, Mortgages, Premier)
+ Controlling/lowering cost of acquisition within mandated cost guidelines
+ Optimizing sourcing mix to focus on profitable segments in corporates
+ Ensure minimal documentation errors (KYC) by driving the Right First Time behavior across the team
+ Deliver new income opportunities through initiatives which support development of new and existing customer relationships.
+ Submit ongoing market/competitors updates to sales manager based on feedback obtained from team members and customers.
Customers / Stakeholders
+ Ensure a consistently high level of service delivery for all corporate touch points including a smooth on-boarding process for the CEP Program
+ Ensure a consistently high level of service delivery for all corporate touch points
+ Prospect and network with key decision makers within corporates by showcasing HSBCs CEP proposition and product offerings. Ensure continuous follow-up with KDMs to keep them updated on changes in offerings / corporate specific promotions
+ To provide feedback on the competition offers to product as well as Regional Head to drive best in class competitiveness in offers shared with new corporates
+ Ensure constant touch with the Global/Corporate banking RMs to leverage internal corporate referral opportunity
+ Complaint resolution within prescribed TAT. Ensure High Risk complaints are minimized and addressed appropriately.
+ Comply to all relevant AML regulations & Global Standards
+ Role model of HSBC Group Values, lead by demonstrating and driving value based culture that imbibes TCF principles in all spheres of RBWM Business.
Leadership & Teamwork
+ Cultivate a performance driven culture within the sales team
+ Contribute to subordinate development and team morale
+ Develop individual and team competence via continuous coaching
+ Develop a collaborative environment with sales team
+ Drive effective lead management, sales planning, monitoring and intervention measures
+ Follow TCF guidelines and ensure timely resolution of complaints to customer satisfaction
+ Proactively find solutions to repeat customer issues
+ Broadbase performance across the entire sales team
+ In absence of senior leadership take regional responsibilities of managing the team and overall performance
+ Implement RBWM plan including channel structure, sales goals, manage the channel cost to income ration in alignment with group direction.
+ Manage the channel cost and expenses, ensure strong relationship with all business partners.
+ Contribute to developing business strategy through cost control income generating ideas.
Operational Effectiveness & Control
+ Have a systematic and methodical approach around sales planning
+ Continuous data analysis to monitor business health
+ Working collaboratively with Marketing on various cross-sell/marketing initiatives
+ Ensure bank processes are followed in view of product documentation, complaint management, system usage etc
+ Ensure end to end usage of leads allocated within allocated timelines with correct updation on CRMS
+ Safeguard the bank from potential Loss/ damage.
+ Monitor and implements best practices across the region
+ Safeguard the bank from potential loss/ damage arising out of stakeholder complaints
+ Handling customer complaints and maintains the highest levels of customer satisfaction.
+ Managing overall team performance.
+ Deputising for Head of Mobile Sales when required.
+ Maintain sales quality ratio within prescribed levels.
+ Maintain a robust control environment to ensure conformance with internal standards, policies and procedures, effective management of risks, and legal and regulatory compliance.
+ Maintenance of highest standards of risk management, control and compliance.
Knowledge & Experience
+ Graduate with 5 to 10 years of experince
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.
Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited, India
Vice President - Corporate Employee Banking Manager, MSF
Posted 1 day ago
Job Viewed
Job Description
Brand: HSBC
Area of Interest: Branch and Retail Banking
Location:
Gurugram, HR, IN,
Work style: Office Worker
Date: 19 Oct 2025
Some careers open more doors than others.
If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Role Purpose
+ To drive the strategy of RBWM corporate salary proposition for the allocated market
+ To acquire, maintain relationships and increase product penetration within corporates by engaging with Key Influencers
+ To ensure that the quality of the corporates acquired are in line with the strategic focus of the Bank
+ To liaise with the Group businesses(CMB & GB), MSF central team and CVM to focus efforts to increase HSBC product penetration within employees of the corporate
+ To manage portfolio profitability by aligning sourcing strategy with the Groups target customer segment (Premier, Advance)
+ Develop a robust, diligent and compliant sales channel
+ To liaise with product and support teams on a constant basis to enhance customer offerings and service delivery
+ To adhere to TCF guidelines and handle complaints effectively and within specified TAT
+ Manage, lead and motivate a team of highly mobile sales staff.
+ Ensure delivery of a consistently excellent customer experience.
+ Lead a mobile sales team to focus on activities to expand HSBC's new to wealth acquisition.
+ Focus on striving to develop new relationships outside HSBC that will deliver sustainable growth and profitability.
+ Manage, lead and motivate a team of highly mobile sales staff.
+ Ensure delivery of a consistently excellent customer experience.
+ Lead a mobile sales team to focus on activities to expand HSBC's new to wealth acquisition.
+ Focus on striving to develop new relationships outside HSBC that will deliver sustainable growth and profitability.
+ Ensures fair outcomes for customers are delivered in all situations.
Principal Accountabilities:
Financial & Strategic
+ Work closely with both the GB/CMB RMs and MSF Business Development Managers (BDM) to engage with key decision makers of target corporates. Actively participate in presenting the HSBC CEP proposition with the objective to empanel them for the salary proposition
+ Focus on quality of corporates acquired basis sharp company profiling and increased penetration of HSBC products within their employee base
+ Increase penetration of the corporates employee salary accounts with HSBC in the desired customer segments (Premier, Advance)
+ Work with product specialist sales teams (mortgage, Premier Hunters, Cards, Mgr Cross Sell) to conduct corporate presentations and activities focusing on specific products with the objective to successfully generate leads
+ Make corporate work site marketing activities(WSMs) more interactive and effective
+ Drive the overall asset strategy of RBWM within the corporate space by identifying under penetrated opportunity segments, showcasing HSBCs offering and driving growth.
+ Consistent delivery of the operating plan across all key products (Advance, PIL Cards, Mortgages, Premier)
+ Controlling/lowering cost of acquisition within mandated cost guidelines
+ Optimizing sourcing mix to focus on profitable segments in corporates
+ Ensure minimal documentation errors (KYC) by driving the Right First Time behavior across the team
+ Deliver new income opportunities through initiatives which support development of new and existing customer relationships.
+ Submit ongoing market/competitors updates to sales manager based on feedback obtained from team members and customers.
Customers / Stakeholders
+ Ensure a consistently high level of service delivery for all corporate touch points including a smooth on-boarding process for the CEP Program
+ Ensure a consistently high level of service delivery for all corporate touch points
+ Prospect and network with key decision makers within corporates by showcasing HSBCs CEP proposition and product offerings. Ensure continuous follow-up with KDMs to keep them updated on changes in offerings / corporate specific promotions
+ To provide feedback on the competition offers to product as well as Regional Head to drive best in class competitiveness in offers shared with new corporates
+ Ensure constant touch with the Global/Corporate banking RMs to leverage internal corporate referral opportunity
+ Complaint resolution within prescribed TAT. Ensure High Risk complaints are minimized and addressed appropriately.
+ Comply to all relevant AML regulations & Global Standards
+ Role model of HSBC Group Values, lead by demonstrating and driving value based culture that imbibes TCF principles in all spheres of RBWM Business.
Leadership & Teamwork
+ Cultivate a performance driven culture within the sales team
+ Contribute to subordinate development and team morale
+ Develop individual and team competence via continuous coaching
+ Develop a collaborative environment with sales team
+ Drive effective lead management, sales planning, monitoring and intervention measures
+ Follow TCF guidelines and ensure timely resolution of complaints to customer satisfaction
+ Proactively find solutions to repeat customer issues
+ Broadbase performance across the entire sales team
+ In absence of senior leadership take regional responsibilities of managing the team and overall performance
+ Implement RBWM plan including channel structure, sales goals, manage the channel cost to income ration in alignment with group direction.
+ Manage the channel cost and expenses, ensure strong relationship with all business partners.
+ Contribute to developing business strategy through cost control income generating ideas.
Operational Effectiveness & Control
+ Have a systematic and methodical approach around sales planning
+ Continuous data analysis to monitor business health
+ Working collaboratively with Marketing on various cross-sell/marketing initiatives
+ Ensure bank processes are followed in view of product documentation, complaint management, system usage etc
+ Ensure end to end usage of leads allocated within allocated timelines with correct updation on CRMS
+ Safeguard the bank from potential Loss/ damage.
+ Monitor and implements best practices across the region
+ Safeguard the bank from potential loss/ damage arising out of stakeholder complaints
+ Handling customer complaints and maintains the highest levels of customer satisfaction.
+ Managing overall team performance.
+ Deputising for Head of Mobile Sales when required.
+ Maintain sales quality ratio within prescribed levels.
+ Maintain a robust control environment to ensure conformance with internal standards, policies and procedures, effective management of risks, and legal and regulatory compliance.
+ Maintenance of highest standards of risk management, control and compliance.
Knowledge & Experience
+ Graduate with 5 to 10 years of experince
Additional Information
+ Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.
Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited, India
Associate Vice Presiden Corporate Employee Banking Manager
Posted 1 day ago
Job Viewed
Job Description
Brand: HSBC
Area of Interest: Branch and Retail Banking
Location:
Gurugram, HR, IN,
Work style: Office Worker
Date: 19 Oct 2025
Some careers open more doors than others.
If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Role Purpose
+ To drive the strategy of RBWM corporate salary proposition for the allocated market
+ To acquire, maintain relationships and increase product penetration within corporates by engaging with Key Influencers
+ To ensure that the quality of the corporates acquired are in line with the strategic focus of the Bank
+ To liaise with the Group businesses(CMB & GB), MSF central team and CVM to focus efforts to increase HSBC product penetration within employees of the corporate
+ To manage portfolio profitability by aligning sourcing strategy with the Groups target customer segment (Premier, Advance)
+ Develop a robust, diligent and compliant sales channel
+ To liaise with product and support teams on a constant basis to enhance customer offerings and service delivery
+ To adhere to TCF guidelines and handle complaints effectively and within specified TAT
+ Manage, lead and motivate a team of highly mobile sales staff.
+ Ensure delivery of a consistently excellent customer experience.
+ Lead a mobile sales team to focus on activities to expand HSBC's new to wealth acquisition.
+ Focus on striving to develop new relationships outside HSBC that will deliver sustainable growth and profitability.
+ Manage, lead and motivate a team of highly mobile sales staff.
+ Ensure delivery of a consistently excellent customer experience.
+ Lead a mobile sales team to focus on activities to expand HSBC's new to wealth acquisition.
+ Focus on striving to develop new relationships outside HSBC that will deliver sustainable growth and profitability.
+ Ensures fair outcomes for customers are delivered in all situations.
Principal Accountabilities:
Financial & Strategic
+ Work closely with both the GB/CMB RMs and MSF Business Development Managers (BDM) to engage with key decision makers of target corporates. Actively participate in presenting the HSBC CEP proposition with the objective to empanel them for the salary proposition
+ Focus on quality of corporates acquired basis sharp company profiling and increased penetration of HSBC products within their employee base
+ Increase penetration of the corporates employee salary accounts with HSBC in the desired customer segments (Premier, Advance)
+ Work with product specialist sales teams (mortgage, Premier Hunters, Cards, Mgr Cross Sell) to conduct corporate presentations and activities focusing on specific products with the objective to successfully generate leads
+ Make corporate work site marketing activities(WSMs) more interactive and effective
+ Drive the overall asset strategy of RBWM within the corporate space by identifying under penetrated opportunity segments, showcasing HSBCs offering and driving growth.
+ Consistent delivery of the operating plan across all key products (Advance, PIL Cards, Mortgages, Premier)
+ Controlling/lowering cost of acquisition within mandated cost guidelines
+ Optimizing sourcing mix to focus on profitable segments in corporates
+ Ensure minimal documentation errors (KYC) by driving the Right First Time behavior across the team
+ Deliver new income opportunities through initiatives which support development of new and existing customer relationships.
+ Submit ongoing market/competitors updates to sales manager based on feedback obtained from team members and customers.
Customers / Stakeholders
+ Ensure a consistently high level of service delivery for all corporate touch points including a smooth on-boarding process for the CEP Program
+ Ensure a consistently high level of service delivery for all corporate touch points
+ Prospect and network with key decision makers within corporates by showcasing HSBCs CEP proposition and product offerings. Ensure continuous follow-up with KDMs to keep them updated on changes in offerings / corporate specific promotions
+ To provide feedback on the competition offers to product as well as Regional Head to drive best in class competitiveness in offers shared with new corporates
+ Ensure constant touch with the Global/Corporate banking RMs to leverage internal corporate referral opportunity
+ Complaint resolution within prescribed TAT. Ensure High Risk complaints are minimized and addressed appropriately.
+ Comply to all relevant AML regulations & Global Standards
+ Role model of HSBC Group Values, lead by demonstrating and driving value based culture that imbibes TCF principles in all spheres of RBWM Business.
Leadership & Teamwork
+ Cultivate a performance driven culture within the sales team
+ Contribute to subordinate development and team morale
+ Develop individual and team competence via continuous coaching
+ Develop a collaborative environment with sales team
+ Drive effective lead management, sales planning, monitoring and intervention measures
+ Follow TCF guidelines and ensure timely resolution of complaints to customer satisfaction
+ Proactively find solutions to repeat customer issues
+ Broadbase performance across the entire sales team
+ In absence of senior leadership take regional responsibilities of managing the team and overall performance
+ Implement RBWM plan including channel structure, sales goals, manage the channel cost to income ration in alignment with group direction.
+ Manage the channel cost and expenses, ensure strong relationship with all business partners.
+ Contribute to developing business strategy through cost control income generating ideas.
Operational Effectiveness & Control
+ Have a systematic and methodical approach around sales planning
+ Continuous data analysis to monitor business health
+ Working collaboratively with Marketing on various cross-sell/marketing initiatives
+ Ensure bank processes are followed in view of product documentation, complaint management, system usage etc
+ Ensure end to end usage of leads allocated within allocated timelines with correct updation on CRMS
+ Safeguard the bank from potential Loss/ damage.
+ Monitor and implements best practices across the region
+ Safeguard the bank from potential loss/ damage arising out of stakeholder complaints
+ Handling customer complaints and maintains the highest levels of customer satisfaction.
+ Managing overall team performance.
+ Deputising for Head of Mobile Sales when required.
+ Maintain sales quality ratio within prescribed levels.
+ Maintain a robust control environment to ensure conformance with internal standards, policies and procedures, effective management of risks, and legal and regulatory compliance.
+ Maintenance of highest standards of risk management, control and compliance.
Knowledge & Experience
+ Graduate with 5 to 10 years of experince
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.
Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited, India
Banking Relationship Manager
Posted 5 days ago
Job Viewed
Job Description
- Response Informatics is looking for Bank Relationship manager
- Responsibilities- Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M
- Ensure complete knowledge of all products & services through continuous skill and knowledge improvement.
- Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy.
- Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork
- Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives.
- Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews.
- To exercise appropriate due diligence while on-boarding and engaging with clients.
- Establish DBS as a primary banker for clients and as a prominent banking provider in India.
If interested send CV at
Customer Relations Manager
Posted 5 days ago
Job Viewed
Job Description
Manage and analyse customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and generating revenue for the company through timely recoveries.
About the Role
Manage and analyse customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and generating revenue for the company through timely recoveries.
Responsibilities
- Keep excellent relationship with the customers, build trust and confidence in the company by updating them on the progress of their property and build one-to-one relationships.
- Managing Customer Lifecycle from sale to possession of the customer’s property.
- Enhance Customer Experience.
- Updating the progress of payments in ERP/ SAP (Sales & CRM Module).
- Internal co-ordination with Engineering, Design, Legal and Accounts departments for getting updates on the project.
- Demand generation on achieving milestones in construction and informing the customers pre and post-demand generation.
- Follow-up on submittals.
- Collections/ Payment Follow Ups with Customer.
- Drive post-sales activity.
- Coordinate with Financers for fund flow and fund utilization, maintain and update data as per internal strategies.
- Address and manage escalated customer queries.
Key Performance Indicators
- Monitor and maximise customer lifetime value strategies.
- Plan & Monitor accurate and timely sales documentation - Eg, Application forms, Allotment Letters, Agreement for Sale / Construction, Demand Notices, Sale Deeds, Tripartite Agreements/NOC for Banks.
- To contribute to the overall standardisation of data, formats and MIS.
- To conceptualize & identify opportunities to create and implement customer delight.
Qualifications
- Education: Graduate/ Post Graduate/ MBA.
- Experience: Overall experience of 4-10 Years of Experience in real estate Sales/CRM.
Required Skills
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Proficiency in ERP/SAP systems.
Preferred Skills
- Experience in real estate industry.
- Knowledge of customer relationship management.
Customer Relations Executive
Posted 18 days ago
Job Viewed
Job Description
The Post-Sales Customer Relations Executive is responsible for managing and supporting clients after the booking of the property. The role includes handling documentation, payment follow-ups, customer queries, coordination with internal departments (like legal, accounts, site, CRM), and ensuring smooth handover and possession processes. The goal is to ensure a seamless post-booking experience and maintain long-term customer satisfaction.
Location : Kochi
Gender : Female
- Act as a single point of contact for customers post-booking till possession
- Build and maintain strong relationships with clients through regular updates and assistance
- Address and resolve customer concerns or complaints in a timely and professional manner
- Coordinate agreement signing (Sale Agreement, Allotment Letter, etc.)
- Collect, verify, and maintain necessary documents from customers
- Assist in registration and stamp duty procedures
- Track customer payment schedules and follow up for timely payments
- Coordinate with the accounts/finance department for payment receipts and outstanding dues
- Share payment reminders and NOCs with customers
- Coordinate for site visits, snag list preparation, and final handover of the property
- Ensure all handover formalities (documents, keys, welcome kits, etc.) are completed smoothly
- Maintain possession checklists and ensure customer satisfaction at the time of handover
- Liaise with sales, legal, accounts, projects, and facility management teams to ensure all customer-related activities are in sync
- Escalate unresolved issues to the appropriate departments or senior management
Qualifications & Skills:
- Bachelors degree
- 24 years of experience in customer service, preferably in real estate/post-sales domain
- Strong communication (written and verbal) and interpersonal skills
- Knowledge of real estate documentation and procedures is an advantage
- Proficiency in MS Office
- Ability to handle multiple tasks and work under pressure
- Good problem-solving and conflict-resolution abilities
- Fluency in English and local language
- Customer-first attitude with a polite and professional demeanor
- Understanding of local real estate laws and RERA compliance (if applicable)
Email :
M :
Customer Relations Officer
Posted 23 days ago
Job Viewed
Job Description
Qualifications and Skills
- Proficiency in customer relationship management software to manage and analyze customer interactions and data effectively.
- Strong conflict resolution skills to address customer challenges and disputes efficiently while maintaining positive client relationships.
- Ability to perform data analysis to identify and understand customer needs, preferences and trends for driving service improvements.
- Experience in managing social media platforms to engage with clients and effectively promote company services and brand reputation.
- Excellent communication skills for articulating ideas clearly, handling inquiries professionally, and delivering superior customer experiences.
- Problem-solving aptitude to assess customer situations and develop effective, timely solutions to enhance satisfaction.
- Proficient in Microsoft Office Suite for preparing reports, maintaining records, and supporting customer management tasks smoothly.
- Skill in active listening to understand customer needs and concerns fully, ensuring effective and empathetic communication.
Roles and Responsibilities
- Build and maintain strong relationships with customers by understanding their needs, preferences, and feedback.
- Address customer inquiries, complaints, and requests promptly and professionally, ensuring a high level of customer satisfaction.
- Collaborate with internal teams to facilitate customer requests and ensure timely resolution of issues and concerns.
- Utilize CRM tools to track customer interactions, feedback, and service improvements to foster long-term customer loyalty.
- Conduct regular follow-ups with clients to ensure service satisfaction and address any ongoing queries or issues.
- Develop and implement customer engagement strategies to enhance brand loyalty and drive business growth.
- Prepare and analyze customer service reports to gain insights and recommend improvements in service delivery.
- Assist in organizing and executing customer-focused events and promotions to increase engagement and brand visibility.
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Customer Relations Officer
Posted 23 days ago
Job Viewed
Job Description
Qualifications and Skills
- Proficiency in customer relationship management software to streamline client interactions and maintain comprehensive records.
- Proven conflict resolution skills to address customer concerns quickly and effectively, ensuring a harmonious relationship.
- Strong data analysis capabilities to interpret customer feedback and suggest actionable improvements for service enhancement.
- Exceptional active listening skills to understand and respond to customer needs accurately and empathetically.
- Experience using Salesforce for managing client data and improving customer engagement strategies.
- Effective communication skills to convey information clearly and professionally through various channels.
- Ability to perform customer feedback analysis, identifying trends and insights to improve overall customer satisfaction.
- Familiarity with multi-channel support systems, offering consistent and quality service across platforms.
Commercial Banking Portfolio Manager
Posted today
Job Viewed
Job Description
Wells Fargo is seeking a Commercial Banking Portfolio Manager.
**In this role, you will:**
+ Research complex credit investigations and diverse credit information for loans
+ Identify opportunity for process improvements within scope of responsibilities or functional area
+ Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables
+ Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
+ Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers
**Required Qualifications:**
+ 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ 2 years of Commercial Banking Portfolio Management experience
**Job Expectations:**
+ Responsibility includes but not limited to Perform reviews of credit reports prepared by credit underwriting teams and support oversight of related loan data.
+ Review and validate the accuracy in financial analysis for commercial loans
+ Summarize errors and outline areas of risk from reviewing the credit underwriting details.
+ Accurately identify applicable credit policy exceptions by reviewing the credit documents.
+ Surface and escalate risk often identified from inadequate or failed processes, and error trends.
+ Clarify and credibly challenges in case of ambiguity or deviation to the policy and procedures.
+ Document and synthesize findings based on above mentioned conclusions into a report presented to credit underwriting team.
+ As needed, participate and provide SME expertise for business initiatives.
+ Understand the feedback received from the senior reviewers in the team and implement the same in their day-to-day work.
+ Quality-check the work performed by junior team members and provide appropriate feedback on the same.
**Posting End Date:**
27 Oct 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-