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Fintech • Payments • Financial Services
Acquire retail loan customers through direct sourcing, referrals, cold calling, DSAs, and channel partners. Generate leads, manage partner relationships, verify documentation and KYC compliance, coordinate application processing with internal teams, track loan status, resolve customer queries, and meet monthly and quarterly sales targets for home loans, loan against property, and personal loans.
Fintech • Payments • Financial Services
Acquire retail loan customers through direct sourcing, referrals, cold calling, and channel partners. Generate leads, manage DSAs and connectors, ensure KYC and documentation compliance, coordinate loan applications with internal teams, track application progress, maintain partner relationships, meet sales targets, and resolve customer queries.
Reposted 3 Days AgoSaved
Fintech • Payments • Financial Services
Acquire and manage high-net-worth clients, provide tailored banking and investment solutions, grow revenue through cross-selling, conduct portfolio reviews, and maintain strong client relationships. The role includes resolving client needs, coordinating onboarding and service delivery, organizing engagement activities, and ensuring compliance with banking policies and regulations.
Fintech • Payments • Financial Services
Acquires retail loan customers through direct sourcing, referrals, cold calling, and channel partners. Generates leads, manages DSA and connector relationships, ensures KYC and documentation compliance, coordinates loan processing with internal teams, tracks applications, resolves customer queries, and achieves sales targets for home loans, loans against property, and personal loans.
Top Skills:
Kyc
Fintech • Payments • Financial Services
Acquires customers for retail loan products through direct sourcing, referrals, cold calling, DSAs, and channel partners. Generates leads, manages partner relationships, ensures KYC and documentation compliance, coordinates application processing with internal teams, tracks loan status, resolves queries, and achieves sales targets for home loans, loans against property, and personal loans.
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Fintech • Payments • Financial Services
Acquires retail loan customers through direct sourcing, referrals, cold calling, DSAs, and channel partners. Generates leads, manages partner relationships, verifies documentation and KYC compliance, coordinates loan processing with internal teams, tracks applications, resolves customer queries, and achieves monthly and quarterly sales targets for home loans, loans against property, and personal loans.
Fintech • Payments • Financial Services
Acquire and manage high-net-worth individual relationships for retail loans and banking services. Grow CASA deposits, cross-sell insurance and mutual funds, generate revenue, and maintain existing client relationships. Coordinate with credit, legal, operations, and product teams, ensure KYC compliance and accurate documentation, support customers and channel partners, and leverage existing accounts to identify new business opportunities.
Fintech • Payments • Financial Services
Acquire retail loan customers through direct sourcing, referrals, cold calling, DSAs, and channel partners. Generate leads, maintain partner relationships, ensure KYC and documentation compliance, coordinate loan processing with internal teams, track applications, resolve customer queries, and achieve monthly and quarterly sales targets for home loans, loan-against-property products, and personal loans.
Reposted 8 Days AgoSaved
Fintech • Payments • Financial Services
Manage relationships with small-business clients by providing working capital and banking solutions. Acquire new customers, cross-sell deposits, transaction banking, and trade finance products, and build relationships with CFOs and promoters. Grow portfolio book size and profitability by analyzing client cash flows and business models. Monitor competitors, strengthen brand presence, ensure high-quality service, and coordinate process improvements with branch and operating teams.
Top Skills:
Bank GuaranteesBuyers CreditCash CreditCurrent AccountsDemand LoanLetters Of CreditTerm DepositsTrade FinanceTransaction Banking
Reposted 10 Days AgoSaved
Fintech • Payments • Financial Services
Manages relationships with small business clients by assessing needs and providing working capital, trade finance, and banking solutions. Drives customer acquisition, cross-selling, portfolio growth, and profitability. Builds relationships with CFOs and business promoters, analyzes cash flows and business models, monitors competitors, strengthens brand presence, ensures quality client service, and coordinates with internal teams to customize solutions and improve processes.
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